Planning for a secure financial future, whether for yourself, your family or your business, is one of the most important steps you will ever take. It is essential to review your financial situation regularly to take account of any changes in your personal circumstances, and to take advantage of changes in legislation that may affect you.

The complex and ever-changing financial world in which we now live, together with today’s hectic lifestyles, mean fewer people have the time or specialised knowledge to manage their own financial affairs effectively. I am dedicated to helping my clients see their financial future more clearly by identifying their goals, aspirations and priorities and then providing the on-going expert guidance towards achieving them.

Each of my clients is unique, and all have their own evolving financial needs. This is why the services and recommendations I make are tailored to individual circumstances, and are based on a holistic approach to financial planning.

Whether your needs are:

• Building and preserving capital 
• Aiming to improve investment and retirement returns 
• Managing cash and borrowings 
• Protecting your family’s financial wellbeing 
• Planning for retirement Estate planning

I can provide you with the wealth management advice and solutions that you need both now and in the 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.