About my Practice

I pride myself on building long-term, high trust relationships based on my core values of experience, excellence of service and honest advice. This provides my clients with the wealth management needed to satisfy their immediate and future needs. 

With the guaranteed advice and access to St. James's Place's distinctive approach to investment management, I am able to provide individually tailored advice in all aspects of financial planning, including:

  • Building and Preserving Wealth 
  • Inheritance Tax and Estate Planning 
  • Financial Protection Against Risk & Life Insurance Solutions 
  • Retirement Planning
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.