I have over 23 years of experience of working as a wealth management professional. As an Associate Partner Practice of St. James’s Place Wealth Management, I offer a personal wealth management service to my clients throughout Surrey and the South East.
A WEALTH MANAGEMENT PARTNERSHIP YOU CAN TRUST
I greatly appreciate that each individual financial situation is unique. If my financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of my clients financial circumstances.
This overview is continually reviewed to make sure that their financial needs are met in the most appropriate way possible.
Communication with my clients is critical so I always aim to simplify the processes I use and I pride myself on explaining things in a clear and concise manner.
I have specialist expertise in:
- Investment Planning
- Inheritance Tax Planning
- Life Cover
- Critical Illness
- Long Term Care
As the details contained in this website will demonstrate, I provide a seamless service of distinct quality, professionalism and expertise specialising in the above aspects of wealth management, all backed by the successful St. James’s Place Wealth Management Group.
I would welcome the opportunity to work with you to improve or enhance your financial situation. Please do not hesitate to get in touch with me.
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.
Please note that some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.