I have been working within Financial Services for just under a decade. My experience includes 4 years within large IFA Practices and the remainder with St. James’s Place Wealth Management.
Building trust and developing longstanding relationships with clients is at the core of my philosophy and I feel passionate about helping them plan their finances via face to face advice. It’s important to me that I maintain regular contact with my clients and that we review and update their bespoke financial planning strategies on an ongoing basis.
I work closely with other professionals such as accountants, solicitors and other financial services specialists to ensure that my clients are receiving the best advice in all areas and I am happy to work alongside any existing professionals that they may have in order to provide a holistic financial planning service.
Financial Advice is a broad term and I encourage everyone to meet with a Financial Adviser even if just to understand their current financial position and establish their long term goals. There are many ways in which I can help clients, such as:
- Investment Planning and Wealth Management
- Planning for Retirement & Pensions
- Managing Investments and Pensions in Retirement
- Inheritance Tax & Succession Planning
- Assessing current financial circumstances
- Personal and Business Protection; Life Assurance including Income Protection
The excellent St. James’s Place Wealth Management proposition which includes the distinctive approach to investment management and advice guarantee is amongst the reasons why I feel this is the best place to be to be able to help clients with all their needs.
I live in Woodbridge, Suffolk, with my wife Annika and Pablo our Dachshund, having relocated from Lincoln where I regularly revisit. I am a keen football player and I am in progress of mastering the art of golf, watch this space!
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.