I provide advice for business owners and professionals such as barristers, solicitors, dentists and doctors. I also advise Professional Footballers including several Premier League clients, Rugby league and Rugby Union players.
Having a wide range of expertise and specialising in Investments and Inheritance Tax Planning as a Wealth Manager for high net worth individuals, I am qualified at diploma level with the Chartered Insurance Institute, attaining a distinction along the way.
I have worked in financial services since the year 2000 and have utilised the expertise I have acquired along the way, including knowledge of Insurance, Investments, Pensions and Inheritance tax planning to advise my clients.
I am a specialist mortgage adviser and qualified at diploma level with the Chartered Insurance Institute, also attaining a distinction throughout this process.
Specialising in providing high-quality personal advice on many aspects of wealth management, advising people of widely differing financial resources and of all ages. Additionally, I assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.