As a financial adviser at Castle Green Financial Planning, an associate Partner Practice of St. James's Place Wealth Management, I have over 25 years of experience in providing quality, face-to-face advice and guidance to a diverse range of clients. My expertise lies in investment planning, financial planning, and financial advisory, and I am committed to building trusted and enduring relationships with my clients.I specialize in delivering positive outcomes for my clients through the construction of an appropriate and robust financial plan that is regularly monitored and changed where necessary. My private clients are typically business owners, company directors, law and accountancy professionals, or affluent retirees who recognize the need to implement a disciplined structure to their personal finances and understand the value of partnering with a trusted advisor to assist in managing their financial affairs. My mission is to help my clients achieve their financial goals and aspirations, while ensuring they receive the highest level of service and support from me and my fantastic team.Castle Green 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)SJP Approved 29/01/2024