After a successful career in property investment and portfolio management in prime central London, I moved in to the world of Wealth Management and financial planning with St. James's Place.
My core expertise in property was the management of portfolios, property investment and helping clients to achieve the maximum possible returns and growth with minimised levels of risk. This was an extremely client focused profession and has led to a straightforward transition into Wealth Management.
I look to help clients manage, protect, preserve or grow their wealth and plan towards a secure future for both themselves and their families. I aim to achieve this for my clients in the most tax efficient manner through bespoke, face to face financial planning.
Changes in circumstances often lead to changes in financial commitments. I believe ongoing reviews are a crucial part of successful financial planning and if done regularly, should deal with the changes efficiently and professionally.
My main objective is to help my clients achieve their financial goals through a variety of solutions including:
- Building and preserving capital
- Managing cash and borrowings
- Reducing tax liabilities
- Protecting individuals/businesses against financial risk
- Retirement planning
- Trust and Estate 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.
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.
Trusts are not regulated by the Financial Conduct Authority.