I pride myself on developing a close relationship with my clients. I not only assist them to identify their goals but also to build realistic and viable plans helping them to be achieved.

I look after many business owners regarding their personal and corporate financial planning, including aspects of exit strategies* for businesses, tax efficient capital re-investment and planning following business sales.

I am also a Member of the Society of Later Life Advisers and a qualified Later Life Adviser.

My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind.

My aim is to keep clients aware of the most up-to-date information and opinions within the markets and capitalises on this knowledge helping clients receive the very best advice.

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.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.