Philosophy

With the hectic lifestyles we all experience today, I find that although being successful in their own right very few people have the time, or often the inclination, to manage their financial affairs effectively. This is hardly surprising, since the financial world we live in today is highly complex and fast changing. 

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.

Experience

Over the years I have developed a wealth of experience in providing specialist advice to clients in a wide range of important areas, offering the benefits of a single relationship to meet all your financial needs, whether your priority is to:

• Build & Preserve Wealth
• Manage Cash & Borrowings
• Gain Financial Protection Against Risk
• Reduce the impact of taxation

In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. I strongly believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.