I head up the Cheshire based wealth management practice and am a seasoned professional in the Financial Services industry with over 30 years experience. During my career I have helped a plethora of clients achieve their financial goals and am respected by clients and peers alike.I am happy to offer an intial no obligation meeting.I aim to offer my clients continuity of advice, regular progress updates and consistent long term returns with tax efficient financial plans. I continually strive for excellence and my philosophy is to build trusted, long term working relationships that demonstrate expertise and a genuine interest in clients, their families and businesses.Specialties: Retirement Planning for Companies and Professional Individuals-Tax efficient Investments for Growth & Income Investment schemes to help mitigate Inheritence taxThe 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.The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances