More than 23 years-experience of providing practical advice to people of all ages and backgrounds has allowed me to appreciate the value of sound financial planning.
Wealth Management is not just for ‘the wealthy’.
In my opinion Wealth Management is all about making the most of existing assets and ensuring that your wishes, and those of your loved ones, remain paramount in any arrangement.
It has never been more important to plan for the future, particularly when considering provision for later life for yourself and loved ones. As an accredited Society of Later Life Investors (SOLLA) adviser I am able to help make your investments work harder for you and maximise the potential of funds that you have available.
My service includes a full review of your personal financial circumstances and requirements with all advice being offered in a clear, easily understood and sensible manner. I am proud to point to my SOLLA accreditation and the vast resources of St. James’s Place Wealth Management to support my abilities to help people to plan for later life.
This site will help answer a number of general questions and hopefully demonstrate my commitment to this very specialised service, there is however no substitute for personal contact and I would urge anybody to get in touch for a chat about any matter relating to wealth management and planning for later life.
Please call or email, I will be delighted to help.
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.