Having worked in Financial Services since 1998, my advice covers a wide area of Wealth Management including Retirement Planning, Inheritance Tax Planning, Investing for Income and Growth, and Savings and Investments. Since successfully achieving the Long Term Care CF8 qualification, I have developed an in depth knowledge of this area and I am one of the few Long Term Care Specialists for St. James's Place.
My aim is to provide a genuine client-focused business to focus on my client’s individual needs for both now and in the future. My emphasis is to maintain a long-term relationship with my clients and provide an on-going service framework to ensure your financial affairs are reviewed on a regular basis.
Whatever your circumstances, I will work closely with you to create the most suitable financial solution to meet your specific needs.
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.