I offer a tailored face to face advice service to suit my clients financial needs and aspirations. I have a range of clients; private clients, business directors/owners, trustees and charities. I recognize that each of my clients have individual needs which deserves a bespoke service. We specialize in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning. The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
