With 10 years’ experience in financial services and in various different roles at The Strain Practice, I discovered my true calling was in helping individuals realise and attain their life's goals and dreams. I focus on adding value through holistic financial planning to new and existing clients. I pride myself on solutions that evolve with my clients' changing needs and market dynamics. Building lasting relationships based on trust, transparency, and a deep understanding of individual financial aspirations, providing tailored wealth management solutions to each individual. I specialise in personal and corporate solutions including: • Wealth Management • Retirement Planning • Maximising Savings & Investments • Protecting you and your family • Inheritance Tax & Estate Planning• Employee Benefits Supported by a great team at The Strain Practice along with St. James's Place Wealth Management, we have access to over one hundred in-house experts covering the full spectrum of wealth management, from pensions and retirement planning to investment planning, tax/estate planning, and protection planning.I offer a no obligation initial consultation, so, if you’d like a chat, just drop me a message or contact me using the details on my profile. I am happy to meet my clients in person or via video/telephone.The value of your investment can go down as well as up. You could get back less than you invested.The Strain Practice 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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the groups website http://www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and Partner Practice’ are marketing terms used to describe St. James's Place representatives.SJP Approved 31/01/2024