I am a highly professional individual with more than 20 years’ experience in financial services (including investment banking), and I have successfully set up and run my own business. I work with City professionals and business owners, and having been both of these myself, I am uniquely placed to understand the needs and important priorities for each individual client. 

The St. James's Place proposition allows me to build long-term relationships with my clients to enhance and protect wealth, and plan for the long-term future. I work with my clients to achieve bespoke financial planning solutions in these areas:

• Investment Planning
• Income Protection
• Tax Mitigation Strategies
• Planning for Retirement
• Estate and Inheritance Tax Planning and Trust Work
• Corporate Protection
• Corporate Exit Strategies

I meet with my clients regularly to re-assess what is important to them and to re-evaluate plans in light of changing priorities, goals and legislation. 

Please contact me to discuss your financial planning and wealth management requirements. 

Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.

Trusts are not regulated by the Financial Conduct Authority.