With over twenty years of experience in finance and having worked for such industry heavyweights as the Halifax, Aon Consulting and Barclays Wealth I am delighted to have joined the award winning St. James’s Place Partnership.
The cornerstone philosophy of my practice is establishing and maintaining long term, trusted relationships with private clients as well as small and medium size enterprises.
Everyone’s financial situation is unique, and therefore, if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial circumstances.
I do not provide off the shelf (or off the web) based solutions, but I do offer the benefit of a single personal relationship to meet all of your financial goals, based upon an understanding of your own unique needs, views and aspirations.
I provide face-to-face advice in the comfort of your own home, at our offices or at your place of work and specialise in Wealth Creation and Preservation, particularly against the adverse impact of Long Term Care Costs and Inheritance Tax.