As an Associate Partner Practice of St. James's Place Wealth Management I offer over 25 years of experience of working as a wealth management professional. I offer a personal service to my clients throughout Surrey and the South East.I greatly appreciate that each individual financial situation is unique. If my financial advice is to be truly valuable it must be based on a comprehensive and detailed overview of my clients financial circumstances. This overview is continually reviewed to help achieve their financial needs in the most appropriate way possible.Communication with my clients is critical so I always aim to simplify the processes I use and I pride myself on explaining things in a clear and concise manner. I keep my clients updated on a weekly basis with the weekly market update.I have specialist expertise in:•