Key to my success is the ability to build and maintain long-term relationships, founded on trust and borne from integrity, honest and clarity of communication.
I am a Relationship Management professional with over 10 years’ experience in providing consultative advice to individuals and companies.
Key to my success is the ability to fully understand my client’s aspirations. Often these can be unformed, fragmented, or difficult to determine without full discussion with a financial specialist. Having worked with Clients to identify these goals and aspirations, I effectively construct, communicate, and implement bespoke solutions specifically targeted to achieve them.
I work with Client’s who have varied levels of investment experience and whose aspirations may cover a wide variety of objectives. Client may be looking for:
- General Financial Review: Clients may have accumulated a variety of Accounts (ISA’s, Pensions, Investments) and wish to understand the progress of these investments while looking to maximise their return
- Investment Advice: New investors in receipt of capital sums (e.g. from inheritance) and clients wishing to invest sums for the benefit of others
- Protection advice: Individuals and Business Owners wishing to protect their assets and ensure they are passed to those they wish to inherit in the event of their death
- New Investors: Clients in receipt of capital sums ( e.g. inheritance), or wishing to invest sums for beneficiaries or dependants
- General wealth Management Advice: For perhaps the more experienced investor wishing to generate further income from investments, aiming for capital growth, or ensuring they are fully utilising tax-favoured investment vehicles
To arrange a no-obligation, confidential consultation, please Email me
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief generally depends on individual circumstances.