Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is vital to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances such as starting a family, changing jobs, setting up your own business, receiving an inheritance or retiring, a review of your financial goals is critical.
My philosophy focuses on developing and maintaining a long-term trusted relationship with clients whilst demonstrating integrity and professionalism. I recognise that every client is unique and accordingly deserves a bespoke service tailored to his or her own financial needs and future aspirations. I believe I can provide my clients with a bespoke personal, understanding and friendly service that is rarely seen in today's financial marketplace.
My areas of expertise are;
- Investing for Growth or Capital Preservation
- Investing for Income
- Trust* Investments/Reviews
- Planning for Retirement and Income options
- Reducing Inheritance Tax Liabilities
To demonstrate how comfortable St. James's Place Wealth Management are about the advice and service that their Partners offer, advice given in respect of the products and services offered by St. James's Place is guaranteed.
Please do not hesitate to contact me if you have any queries or if you would like to arrange a no-obligation financial review.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.