I specialise in tax efficient investment and financial planning. I work hard to keep completely up to date on any tax changes and opportunities that arise for corporate and personal tax efficiency planning. I have a wide range of corporate and personal financial advice experience built up over 25 years of advising clients. Wealth management including in depth tax advice and succession planning.Protection, normally using trusts.Business advice including corporate restructuring, cost control etc.My focus is on maintaining a long-term trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives clients financial peace of mind.I spent over twelve years as an Independent Financial Adviser and still consider the move to join St. James's Place Wealth Management as the most progressive and important decision so far. The St. James's Place approach to investment management is, in my mind, the most powerful and robust selection process I have ever come across.Specialties: Total Wealth Management, Inheritance Tax Mitigation, Group Pension Planning, High Net Worth client advice, Investment and Pension planning.The value of your investment can go down as well as up. You could get back less than you invested.The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.Trusts are not regulated by the Financial Conduct Authority.Robur Wealth Management 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).SJP Approved 22/03/24