I have worked in Financial Services for over 30 years providing broad based advice to clients helping them with practical solutions to the financial issues that concern them most.I enjoy creating trusted and long-lasting relationships with my clients and becoming their dedicated Adviser and source of advice.Doing the simple things well and the complex things even better, provides a distinct and individual client experience.My core areas of expertise are:Retirement Planning - Pre and Post Retirement Options.Investment Planning - Help you Manage, Grow and Pass on your Wealth.Estate Planning - Inheritance Tax Planning and Trusts, Preserving your Wealth.Business Investment and Protection. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.Trusts are not regulated by the Financial Conduct Authority.The Partner/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 representativesSJP approved 25/01/2025