About Us

Our aim is to be your preferred financial adviser in running your personal financial affairs, providing excellence in financial and tax advice.

My practice offers advice tailored to suit your own personal circumstances and those of your family, whether your priority is to:

  • Build or preserve capital
  • Manage cash and borrowing
  • Gain financial protection against risk

The services my practice offers advice on are:

  • Inheritance Tax Planning
  • Investment Planning
  • Retirement Planning

Great care is taken with each and every one of my clients and I commit myself to handling their affairs thoroughly, providing every client with a 'Duty of Care' statement.

Our aim to keep clients aware of the most up to date information within the markets, producing Market Bulletins and Investment Performance Statistics. You may view these by clicking here.

I would welcome the opportunity to explore how we can work together to improve or enhance your financial situation.

An investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

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