As a Partner of St. James's Place, I provide wealth management solutions to individuals, business owners and corporate executives. I focus on:• building long term relationships;• helping clients build and preserve their capital; and,• protecting them against risk.Supporting my advice, St. James’s Place Wealth Management Group has over one hundredin-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. St. James’s Place also work closely with specialist, independent solicitors and accountants.My clients include:• Business owners/entrepreneurs;• Corporate executives;• Individuals planning for retirement; and,• Families with complex estatesMy approach is very simple; to understand my clients financial objectives, and help them achieve these in the most tax-efficient way possible through a carefully constructed financial plan.Please feel free to contact me if you require advice on;- Investment Planning- Retirement Planning- Tax Mitigation Strategies- Trust & Estate Planning- Financial Protection