I offer face to face financial advice to individuals, businesses and families for savings and investment planning, retirement planning and annuities, life and income protection and inheritance tax.
Having over 30 years experience in financial services I firmly believe that planning for a secure future is one of the most important steps you will ever take.
Financial advice to be truly valuable must be based on a detailed overview of your financial circumstances and regularly reviewed.
I aim to build a long standing relationship with clients built on trust and understanding of their needs. I want to give advice that is needed, when it is needed.
The Partner represents only St. James's Place Wealth Management plc ( which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Groups's wealth management products and services, more details of which are set out on the Groups's website www.sjp.co.uk/products. The title "Partner" is the marketing term used to describe St. James's Place representatives.