My objective is to act as a long-term source of trusted and valued expert advice, for both private clients and businesses, across all areas of financial planning. 

For financial advice to be truly valuable it must be based on a comprehensive and detailed understanding of individual circumstances, so a thorough review is an essential starting point for this holistic approach. 

The next step is for us to define your goals, aspirations and priorities through further discussion before a working plan can be developed. Where appropriate, this can include access to the exclusive range of St. James's Place products. 

Once agreed, your personally-tailored plan is put into action and reviewed regularly to ensure the solutions continue to be appropriate and effective, and to take into account changing circumstances. 

In addition, I aim to keep my clients aware of current developments in the financial markets and up-to-date with any regulatory and tax changes. I do this by providing regular briefings on key financial and economic issues and special investment bulletins. Clients can also review their investments via this website. 

As the wheel of services (click here to find out more) indicates, I offer the benefit of being a single point of contact to meet your financial needs in most areas and, where appropriate, can provide access to additional specialists.  

Behind my advice stands the financial strength of St. James's Place, its distinctive approach to investment management and its guarantee of my advice when recommending any of the wealth management products or services available from companies in the Group. These come together to produce a valued service with a proven ability to help clients successfully manage their long- term finances. 

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.