My philosophy focuses on maintaining a long-term trusted relationship with my clients, showing distinct quality, integrity and excellence, which in turn gives you peace of mind. I offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. I take time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations.I specialise in the “Wheel of Services” that St. James's Place Wealth Management offer, namely:-Building and Preserving WealthPersonal Protection against sickness and/or death Retirement Planning Inheritance Tax and Estate Planning Investment PlanningRWA Financial Planning 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 representatives. RWA Financial Planning is a trading name of RWA FP Ltd SJP Approved 16/01/2024

Private client manager working with high net worth clients in following areas:Inheritance Tax PlanningRetirement PlanningInvestment Planning