My aim is to take the pressure and frustrations out of financial planning. This is done by spending time with you and finding out about your concerns and dreams, about where you are now and where you want to be. We then build a plan and start working towards your goals. Ongoing communication and meetings mean we can adapt your plan as circumstances change.

Everyone has different needs and there are many different options. My role is to guide you to the most suitable choices and then provide ongoing support and advice.

All areas of financial planning are reviewed: 

• Family protection
• Investment Planning
• Pension Planning
• Reducing the effect of Inheritance Tax

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.