Expertise
- Pension advice & transfers
- Investment Advice
- ISA
- Inheritance Tax Planning
- VCT & EIS
- protecting your assets
- Protecting your business
- Protecting your family
- Protecting Your Livelihood
- Tax and Tax Planning
- Financial Planning
- Cash Flow Forecasting
Summary
I aim to create, build and maintain long lasting relationships with my clients based on trust and honesty. I do this by offering bespoke advice designed specifically for you, helping you build, preserve and protect your wealth in a tax efficient manner.
Supporting my advice, St. James’s Place Wealth Management Group has over one hundred
in-house experts covering all aspects of wealth management including investment planning, tax planning, pension planning, inheritance tax/estate planning and protection. St. James’s Place also work closely with specialist, independent solicitors and accountants.
After a successful career in account management helping corporate clients reach their objectives, I moved into wealth management and financial planning with St. James’s Place.
My main focus was to create and execute strategies to help my clients reach their goals. This was a customer facing role which has led to a seamless transition into St. James’s Place.
I understand that client circumstances are constantly changing meaning so are your financial objectives, due to this we believe in ongoing client reviews and if done regularly, should deal with the changes sufficiently and professionally.
I can help my clients achieve their financial goals through a variety of solutions including:
• Protecting individuals/businesses against risk
• Building and preserving capital
• Reducing tax liabilities
• Retirement Planning
• Managing cash and borrowings
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Experience
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Clarence Place Wealth Management
Financial Planner
- Current
