My goal is to give professional advice with a personal touch. So, I will meet you regularly face to face to explore your current financial concerns and thoughts about the future.
I can help you:
- Grow your money and reduce your tax bill through investments
- Give less to HMRC by minimising inheritance tax
- Protect your family in difficult times by finding the right protection cover for you
- Create a good quality retirement plan, so you have a stable financial future
- Pay for residential care or care at home without draining your estate of all its assets
Business owners and individuals trust me to guide them in making decisions that are intelligent and informed, and I take this responsibility very seriously. Work with me and you will be in safe hands; particularly because of the St. James's Place guarantee.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends in individual circumstances.