How We Work

Financial confidence 

I give my clients confidence in their financial future by working with them to devise bespoke, complete, adaptable financial strategies that support their personal goals and their life choices going forwards. 

Pensions specialist 

I specialise in working with senior managers and professionals, particularly in the areas of Retirement Planning, Investment Planning and Estate Planning. I am able to offer solutions for complex situations. 

I am a Pensions expert and can provide advice for all types of pensions. If you feel mystified by your pension, rest assured that you are not alone! Even senior financial managers often confess they don't really understand their pension options - until they work with me! 

My Values 

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: 

* long-term partnership 

* integrity 

* trust 

* intelligent solutions 

* service excellence 

Personal service 

I pride myself on offering a high level of personal service that is rarely seen in today's financial marketplace - my clients say I really know them, their families, their circumstances and their goals. I proactively monitor their plans to help them remain on track and incorporate changes as and when required, offering regular review meetings. 

Your financial journey 

As your life changes, you may face different situations that require financial planning. The following are all key life triggers that provide an ideal prompt to review your finances, which I can help with: 

* starting a family 

* changing jobs 

* being made redundant 

* selling a business 

* selling a property 

* planning for school or university fees 

* getting divorced 

* receiving an inheritance or annual bonus 

* approaching retirement. 

Your dedicated expert My clients understand they have an expert they can come to at any stage or with any concern, and know that I am going to be proactive in looking out for their best interests. If that sounds like the kind of financial planner you'd like to have in your corner, I'd love to hear from you! 

View my YouTube channel here.

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.

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