St. James's Place specialises in delivering face-to-face wealth management advice to individuals, trustees and businesses in all aspects of financial planning. I was invited to join St. James's Place as I am committed to building long term relationships with my clients which is rarely seen in today’s marketplace.

A most important point to bear in mind is that the St. James's Place Group guarantees the suitability of the advice I give when recommending any of the wealth management products and services available from companies in the group, which provides my customers with great peace of mind. 

The overall aim of my practice is to help clients secure their future, whether the priority is to:-

• Build and Preserve Capital Gain 
• Financial Protection Against Risk 
• Manage Cash and Borrowings
• Reduce Inheritance Tax Liability
• Retirement Planning 
• Portfolio Management

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 depends on individual circumstances.