With 29 years experience, I assist clients in understanding their needs and advise on the best financial solutions available to help them establish, grow and protect wealth. My experience, expertise and qualifications mean that I have extensive knowledge of a wide range of financial sectors.As the Director of a Senior Partner Practice of St. James’s Place Wealth Management, I provide a wide range of wealth management services to individuals in the West Country. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.Specialties:•Investment Planning•Retirement planning •Inheritance Tax planning •Life assurance and protectionAvocet Wealth Partnership Ltd 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 term “Senior Partner Practice” is the marketing term used to describe the St. James’s Place representatives.