Summary
Following a career in industry, 10 years ago I chose to specialise in wealth management and am an Associate Partner of the prestigious St. James's Place Partnership. My clients are predominantly North West based professionals or already retired. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
My Services include:
Retirement Planning
Protection (Life, Critical Illness, Income Protection)
Onshore and Offshore Investments (ISA UTs Bonds)
Mortgages - residential and commercial
Inheritance Tax planning
Trusts
My Services include:
Retirement Planning
Protection (Life, Critical Illness, Income Protection)
Onshore and Offshore Investments-
Inheritance Tax planning
Long Term Care planning
My Services include:
Retirement Planning
Protection (Life, Critical Illness, Income Protection)
Onshore and Offshore Investments (ISA UTs Bonds)
Mortgages - residential and commercial
Inheritance Tax planning
Trusts
Expertise
My Services include:
Retirement Planning
Protection (Life, Critical Illness, Income Protection)
Onshore and Offshore Investments-
Inheritance Tax planning
Long Term Care planning
Experience
-
Co-Operative Insurance
Advisor
1999 - 2005Advising clients in the North West -
St. James's Place Wealth Management
- Current
Education History
-
Mechanical Engineering
University of Liverpool
2000 - 2000Graduated 1980
Qualifications
Diploma in Financial Planning, Personal Taxation, Mortgage Advice, Long Term Care Advice
