My service is grounded in the highest professional standards. I recognise that each of my clients are unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

I work closely with all my clients, building an in-depth understanding of their personal finances. This ensures that I can provide the advice that is needed, when it’s needed.

I provide a comprehensive range of solutions, offering advice on Building & Preserving Capital, helping to gain Financial Protection against Risk and Managing Cash & Borrowings.

My advice is bespoke covering Retirement Planning, Inheritance Tax Planning, Wealth Preservation, Investment Planning and Mortgages. Each of these areas will be reviewed on a regular basis as part of the service which I offer to all my clients.

Working with medial professional for over 15 years I developed a special interest in the NHS Pension Scheme and, having established my reputation in this area, continue to deliver specialist financial advice to Medical and Dental professionals. My in-depth knowledge in this arena has helped many long-term clients make informed choices regarding their financial planning. Simplifying the detail of the NHS Pension scheme has been the cornerstone on which my advice is based.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.