As an Associate Partner of St. James's Place Wealth Management, my focus is on putting your interests first to ensure all steps are taken to secure you, your family or your business’s long term financial future. Based on core values of integrity and excellent service, I work closely with all my clients to provide a personal wealth management service, building a long term relationship which is based on respect and trust to ensure you are financially well organised. I recognise that you are unique and as such deserve a bespoke service. I also know that it is important to regularly review your financial situation to take advantage of any developments in legislation and tax law. If there are changes in your circumstances, such as starting a family, changing job, moving house, starting your own business or receiving an inheritance, it is crucial to review your financial requirements. My expertise covers the broad spectrum of financial planning, whether your aim is to: •Build and preserve your capital•Gain financial protection against risk•Reduce Inheritance Tax Liability•Plan for your retirement

Thames Valley Women in Business is a business networking group for women in the Thames Valley area.We empower our members through a variety of mediums from personal development training, to creating accountability partnerships. We aim to make our members stronger, more confident and to be in control of their businesses. Please note, that this role is separate and distinct from my role with St. James's Place Wealth Management.

As an experienced Financial Consultant, I offered appropriate advice and guidance to give clients financial security and peace of mind on pensions, investments, protection and inheritance planning.