Having worked in Financial Services since 1998, my advice covers a wide area of Wealth Management including Retirement Planning, Inheritance Tax Planning, Investing for Income and Growth, and Savings and Investments. Since successfully achieving the Long Term Care CF8 qualification, I have developed an in depth knowledge of this area and I am one of the few Long Term Care Specialists for St. James's Place.
My aim is to provide a genuine client-focused business to focus on my clients individual needs for both now and in the future. My emphasis is to maintain a long-term relationship with my clients and provide an ongoing service framework to ensure your financial affairs are reviewed on a regular basis.
Whatever your circumstances, I will work closely with you to create the most suitable financial solution to meet your specific needs. For more information on how I could help you, please contact me on 020 8042 4863.
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.
Equities do not provide the security of capital associated with a deposit account with a bank or building society.