Description
My sole objective is to simplify the complex world of finance whilst delivering exceptional client service and outcomes.
I work with clients such as yourself, to not only help you understand the psychology of saving and investing, but how you can also build and protect your wealth over the long term today in order to help maximise your tomorrow.
Money can be an emotional topic. Many of my clients require reassurance and guidance around their financial future. I work collaboratively to understand your relationship with money, providing peace of mind about your financial future through receiving advice of the highest quality.
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.
AMENITIES
- isa's
- pensions
- life insurance
- private medical insurance
- trust and estate planning
- portfolio management
- retirement planning
- mortgages