Planning for a secure future for you, your family or your business is one of the most important decisions you will make. My aim is to work with you to help you make the right choices along the way.
It is important to regularly review your financial situation to take account of the ever changing developments in legislation and tax law. If there are changes in your circumstances such as starting a family, moving home, receiving an inheritance or retiring, a review of your financial goals is a priority. My commitment to clients is to meet for a face to face review at least annually, however, I recognise that your needs are unique, so I tailor a plan to suit you.
In addition, as an Associate Partner Practice of the prestigious St. James's Place Wealth Management, I am supported by the experience and expertise provided by our approach to investment management. Our investment committee are free to choose from any investment manager from any fund management firm in the world. By selecting a number of leading managers and firms, we are able to offer our clients the potential of achieving superior investment performance over the medium to long term.
The value of an investment with St. James's Place will be directly linked to the
performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.