I specialise in working with senior managers and professionals, particularly in the areas of Retirement Planning, Investment Planning and Estate Planning.
I am a Pensions expert and can provide advice for all types of pensions, including Final Salary schemes.
Whether you have something requiring immediate attention, or you want to develop an effective plan for the medium to long term, my approach is the same, and is based on core values of integrity and service excellence.
As your life changes, you may face different situations that require financial planning, for example, getting married, starting a family, being made redundant, starting a new business, planning for school or university fees, getting divorced, receiving an inheritance or annual bonus, approaching retirement.
I work in partnership with you to develop an adaptable plan that meets your needs, both now and in the future. By holding regular review meetings, I will monitor your plan to ensure it remains on track and incorporate changes as and when required. I pride myself on offering a high level of personal service that is rarely seen in today’s financial marketplace.
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.