My focus is on maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives clients financial peace of mind.
I have spent over 12 years as an Independent Financial Adviser and see the move to joining St. James's Place Wealth Management as the most progressive and important decision so far. The St. James's Place approach to investment management is, in my mind, the most powerful and robust selection process I have ever come across.
I specialise in tax efficient investments and financial planning. I work hard to keep completely up to date on any tax changes and opportunities that arise for corporate and personal tax efficiency planning.
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 of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.