I have been in the financial services industry for the past 16 years. As a consequence, I have now established many working relationships with individuals within this sector due, in part, to the insight and understanding that I have for their specific financial requirements – whether these be personal or corporate.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

I believe in a holistic approach to wealth management and it is important for me to build long lasting client relationships, so I have a proactive process in place to review my clients' financial plans and consider ongoing advice opportunities as their needs and circumstances change.

With the guaranteed advice, we are able to offer a complete service in all aspects of financial planning, whether your priority is to:

• Build or preserve capital
• Invest for income
• Personal protection
• Inheritance Tax Planning
• Retirement Planning
• Calculate your Tax Liability

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.