I have been providing financial advice for over 30 years and have the knowledge and experience that you need to be confident that you are in safe hands. Apart from the required FCA qualifications required to operate as a financial adviser, I hold a professional accounting qualification and an MBA.
My expertise covers the broad spectrum of financial planning and will help you and your business to:
- Grow wealth, specifically through St. James's Place's distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly publish a range of newsletters for my clients, including a weekly Market Bulletin and quarterly magazine, The Investor.
Outside of my business, I am a keen golfer and train in Martial Arts.
Charity is also important to me and I am the Chairman of the golf committee at our local parish.
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.
