My expertise covers all aspects of financial planning, including Investments, Trusts* and Estate Planning, Portfolio Management, Pensions, Life Assurance and Income Protection.
My Business owner service covers Business Protection, Employee benefits and remuneration, corporate Pensions, Management of Assets and aspects of Business Exit Strategy.**
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.
*Trusts are not regulated by the Financial Conduct Authority.
**Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
I do not provide 'off the shelf' solutions. I put my clients at the heart of everything I do.
I specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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