I am an Associate Partner Practice of St. James's Place Wealth Management and have over 30 years of experience in the wealth management industry. I have a wealth of expertise and experience and provide both private and corporate financial planning advice to my clients.
I am committed to building long-term, high trust relationships and my clients feel that the advice I give is of the highest standard. My focus is on you and on achieving or maintaining financial security for you and your loved ones.
My expertise covers the broad spectrum of financial planning and will help you and your business to:
- Grow wealth, specifically through the St. James's Place distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. Click here to view customer testimonials.
At the heart of my service to my clients is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly publish a range of newsletters exclusively for my clients, including a weekly Market Bulletin and quarterly magazine, The Investor.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.