About us

Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is essential you receive the right advice, as early as possible, to make sure your money is made to work hard for you.

I believe effective wealth planning boils down to 4 key areas:

  • Maintaining your lifestyle
  • Protecting your assets and the family estate
  • Supporting your business and professional interests
  • Pursuing your philanthropic aims

For a lot of people this will mean securing financial independence as early as possible, and for others it's about how best to pass on wealth to future generations. In the context of personal circumstances and an ever changing legal landscape, these are complex goals. It's my job is to take away this complexity and leave clients free to enjoy their wealth and spend their time as they wish.

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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