The Financial Services marketplace continues to be ever changing and evolving, and with major institutions such as Banks closing or reducing their Financial Advisory propositions the availability of high quality, tailored Wealth Management and Financial Advice is becoming a scarce resource.
I am delighted to represent the award winning St. James’s Place, now regarded as one of the UK’s leading Wealth Management companies.
As well as addressing the simple and straightforward issues such as arranging life & critical illness cover, I also specialise in designing more complex solutions for investment planning, taxation and trust planning, and succession planning.
I aim to ensure that my clients receive a bespoke and diversified financial planning strategy, covering all aspects of their finances. I understand that every client is unique, which is why I offer a personalised and detailed client proposition that ensures my advice is adaptable to your future needs.
I also believe in the power of collaboration and teamwork, and have access to an advisory panel with key skills from pension regulations, to accounting and legal advice. This helps me to deliver a first class service to my clients.
My core values:
- Listening, understanding and advising both initially and on an ongoing basis.
- To understand what is important to you, and deliver the best advice concisely and on time.
- To present advice and solutions in a format that is clear, understandable, transparent and relevant to you.