I work with clients who share my belief in the value of open and honest relationships based on trust. 

I strive to provide the best personal wealth management service to my clients. I can provide you the benefit of a single relationship to meet all your financial needs. I don’t provide off-the-shelf (or off-the-web) solutions. Instead, the advice and service I provide is bespoke your individual needs, which could be to:

• Build or preserve wealth 
• Manage cash and borrowings 
• Gain financial protection against risk 
• Plan how to exit your business* 
• Minimise taxation. 

I recognise that few people have the time, or ability, to manage their finances effectively. But only by putting the right plans in place can you give yourself the best chance of securing future financial security for yourself, your family or your business. It’s one of the most important steps you will ever take. 

I can provide you with the appropriate advice and guidance to help you achieve your goals, and make sure that those plans are adapted as your circumstances change over the years. 

I have a very collaborative approach to delivering an effective wealth management service. I work with a number of specialists and technical advisers, as well as local accountancy and solicitors firms, to ensure that my clients receive a truly holistic and complete service tailored to their individual needs. 

*This may involve a service that is separate and distinct from those offered by St. James's Place. 

The levels and bases of taxation, and reliefs from taxation, can change at any time and are dependent on individual circumstances.