About us

As a trusted adviser with a proven track record, I am focused on the client and their personal circumstances. I believe in long term relationships and committing time to truly understand their position and requirements so I can provide bespoke solutions and advice.

I am able to offer advice in many areas of financial planning and specialise in Savings and Investments, Inheritance Tax and Retirement Planning as detailed below:

  • Investments both onshore and offshore: for growth and/or income, maximising tax efficiency and annual allowances
  • Reviewing existing investments: are they in the right place? Achieving your goals and objectives? Performing at satisfactory levels?
  • Trust* and estate planning: arranging affairs for tax efficiency on death and minimising the effects of inheritance tax on your estate with the use of Trusts*
  • Pension and pension annuities: stakeholder pensions, self-invested personal pension schemes (SIPPs), reviewing existing pension arrangements and pension options on divorce

As a Senior Partner Practice of St. James's Place, I have access to the distinctive approach to Investment Management and the guarantee of my advice to you from the St. James's Place Group.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and the value can therefore go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation can change at any time and are dependent on individual circumstances.

*Trusts are not regulated by the Financial Conduct Authority