My core values focus upon placing clients at the centre of everything I do, recognising that each individual or family is unique.
I provide bespoke financial planning advice based around your financial needs and aspirations. I seek to establish a long-term trusted relationship with my clients, acting to give a professional opinion when required and performing regular reviews in order to hold an in-depth understanding of their personal finances.
I always put the interests of my clients first and in doing so, am confident of engagement, to the effect that, initial consultations or meetings are entirely without obligation.
My expertise covers the broad spectrum of financial planning and will help you and your business to:
- Grow wealth, specifically through our distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Effectively manage wealth and borrowings;
- Planning for retirement;
- Managing cash in a tax efficient manner.
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly publish a range of newsletters exclusively for my clients, including a weekly Market Bulletin and quarterly magazine, The Investor.
Furthermore, St. James’s Place Wealth Management guarantees the suitability of the advice given by me when recommending any of the wealth management products and services available from companies in the group. This quite simply gives you reassurance and peace of mind when planning your financial future.
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.