I provide bespoke personal financial advice to my clients on an on-going basis, helping them to meet their goals and plan for financial independence. Some of the areas I assist with include the following:• Comprehensive review of existing pensions provisions and objectives• Optimum pension funding to help maximise marginal rate tax relief.• Development and management of a tax efficient Investment Portfolio to help meet future capital and income requirements• Estate preservation using trusts to mitigate potential future inheritance tax• Financial protection against riskThe majority of my clients are Partners within national and international law firms, however I am also happy to receive referrals from existing clients to other professional individuals requiring on-going tailored advice.Please do not hesitate to contact me via my website if you would like to arrange a financial review without obligation to assess whether I can be of help.Specialties: Qualified to an advanced level in Portfolio Planning, Taxation and Trusts, Pension Advice. Attained Chartered Financial Planner status.The 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.Trusts are not regulated by the Financial Conduct Authority.The Partner 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' titles `Partner' and `Partner Practice' are the marketing terms used to describe St. James's Place representatives. SJP Approved 08/02/2024