Planning for a secure future, be it for yourself, your family or your business is one of the most important steps you will take. Changes in your personal circumstances or those of your business coupled with the effects of inflation and the world’s economy will require you to regularly review and act upon your financial situation.
As a Senior Partner Practice of St. James's Place Wealth Management, we have the expertise and ability to offer you an enhanced level of advice alongside some of the best fund managers in the world. Specialising in offering expert advice in a wide range of areas including:
- Investment planning
- Inheritance tax planning
- Pension planning and protection
- Specialist Mortgage advice
We can help you realise your financial goals with tailored personal planning.
Our approach focuses upon maintaining a long-term and trusted relationship with our clients showing distinct quality, integrity and excellence which in turn give both private and business clients financial peace of mind. The all-encompassing range of services coupled with a large support network, allows all of our attention to be focused on providing you with the best possible advice and service. The level of satisfaction may be judged by the fact that most new clients come to see me as a result of personal recommendations from existing clients.