Based in Northampton, I provide Wealth Management advice to clients in the Midlands, London and more widely throughout the UK.
I have been working in financial services for over 10 years and during that time I have been able to enjoy helping others make the most of their money and achieve their financial goals. Having worked for a couple of the largest banks in the UK and Europe, I have experience in dealing with a wide variety of individuals, such as: entrepreneurs and young families who want help planning and protecting their financial future to High Net Worth individuals who are looking to grow and preserve their wealth.
I believe everyone is unique and having a goal to achieve for your financial future is a great first step, yet it is the second step, planning, which is the most crucial. Through a thorough understanding of your situation we will put a plan in place, whether you are looking to build, grow, protect or preserve your financial future.
So whether you are looking for:
- Investment options: Including unit trusts, ISAs, investment bonds or offshore investments
- Retirement planning solutions: Whether you’re employed, self-employed or an employer
- Ways to protect your estate: Including Inheritance Tax Planning
- Business advice: Corporate financial planning
We will work closely with you to help you achieve your plan.
Outside of my business, I enjoy playing football, tennis, going on holidays and spending time with the family.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief generally depends on individual circumstances.