I deliver a personal wealth management service that offers you the benefit of a single relationship to meet all your financial needs, whether your priority is to:

• Build or preserve wealth
• Mitigate Tax
• Plan for Retirement
• Investment Planning for School/University Fees
• Gain financial protection against risk
• Manage cash and borrowings

My advice is face to face and focused on the personal needs of your individual set of circumstances. No two clients are the same, so the advice is tailored each and every time. The aim is to develop long term relationships with my clients. My clients generally come from personal recommendations and professional referrals, across both individual and corporate sectors, including:

• Senior Executives, Professionals and High Earners
• Business Owners & Directors
• Retired Private Clients

As a Chartered Financial Planner and a Senior Partner of St. James's Place Wealth Management I am able to create sophisticated financial solutions that meet the complex needs my clients. This will include an appraisal of your personal finances and the creation of a bespoke plan to suit your needs and aspirations.

I seek to help you create a firm foundation in meeting your financial objectives, so that you can look to the future with confidence and optimism.