I take the complexity out of managing finances and help clients realise and achieve their financial ambitions. For every client these are different, so I will work with you on a one to one basis to establish your ‘needs’ and ‘wants’ and give you the guidance you require to meet these, before you need it. For businesses and business owners I will;- Help you protect and plan the financial needs of your business- Help you with employee benefits and corporate pensions- Ensure the right protection is in place for key personnel- Review aspects of exit strategiesFor private individuals I will;- Help you build and preserve your capital- Help financially protect you and your family against the effects of critical illness, long term illness and death- Help reduce income, capital gains and inheritance tax- Provide advice for future generations- Help you plan for retirementI have St. James’s Place Wealth Management supporting my advice, which has over 500 in-house experts covering all aspects of wealth management including investments, investment vehicles, tax advice, pensions, inheritance tax/estate planning and protection. Wealth well-being is often overlooked; however, it is pivotal to your future. Please feel free to contact me, as I will be able to put the steps in place to look after your financial future and give you ongoing peace of mind. 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 investedThe levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Listed skills include Time Management, Teamwork, Account Management, Customer Service, and 7 others.