I have enjoyed a rewarding career so far in Financial Services, working for a number of highly respected blue chip organisations. I have built up a wealth of experience and knowledge during my 25 years in the industry.
My core values focus upon providing my clients with an expert, professional service of outstanding quality, delivered with the highest levels of honesty and integrity, with one clear aim in mind - to help you, your family and loved ones achieve financial peace of mind, both now and in the future.
My overall aim is to help all those wishing to secure their financial future, whether your priority is:
- Investment Planning
- Inheritance Tax planning
- Retirement Planning
- Personal and Business Protection
As well as my own experience and knowledge, I can call on any number of specialists either within the Partnership or from a carefully selected number of Industry experts or providers. In this way an appropriate solution can be found for any given situation. This comes with the complete peace of mind, of the St. James's Place Wealth Management Guarantee.