Expertise
- Pensions
- Pension Transfers
- Investment
- ISA's
- investment planning
- Inheritance Tax Planning
- Income Protection
- family protection
Summary
As an Associate Partner of St. James’s Place, I deliver high quality, holistic financial planning advice to individuals and businesses who may not have the time, inclination or expertise to manage their affairs in the most effective manner.
I strive to help them over the long term in order to identify, understand and achieve their financial goals. Some people may be confused about their options, unsure of where to start or simply too busy to get things put in place. I aim to give them back control and peace of mind.
I am able to provide advice to individuals and small businesses in areas including:
• Managing Pensions
• Minimising Tax
• Investment Planning
• Protection
• Estate Planning
Typical clients may include:
• Sole-traders who are looking to set up their pensions for the first time.
• Mortgage owners or self-employed individuals who are looking for financial protection.
• Small Business Owners looking to maximise returns and assist in pension/investment planning.
• Senior Business Executives/C-level Executives.
• new home and retirement, for example Individuals working through a significant life event, such as marriage, divorce and inheritance.
• Corporate/Employee Financial Wellbeing services - Giving employees access a premium financial planning service.
• Individuals looking to save towards important financial goals.
Experience
-
St Jame's Place
Finance Adviser
- Current
