With 20 years experience in both the tied and independent sector, I am able to able to provide a comprehensive and knowledgeable wealth management service to my clients. My expertise covers the broad spectrum of financial planning and will help you to:
- Grow your wealth, specifically through our distinctive approach to investment management
- Preserve your assets for long-term financial security
- Arrange adequate protection for you, your loved ones and your assets
- Effectively manage your cash and borrowings
In addition to providing clients with the financial planning that they require to meet existing needs and fulfil future aspirations, I pride myself on keeping my clients informed of the latest financial and economic issues. As such, I issue a weekly 'Monday Market Bulletin' containing a round-up of the previous week's financial news. You can view this via the 'Market Update' link on the Home Page. Additional communications that are available include a quarterly magazine called 'The Investor' which provides news and those all-important fund updates.
Further information about the range of services offered by my practice is available on the Services Page.
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.