I joined St. James's Place, formally known as J. Rothschild Assurance, in 1998 and was invited to become a Partner Practice in 2007. Over the many years I have spent in the Financial Services industry I have developed a realisation that many clients, although being successful in their own right, find themselves in a situation where they do not have sufficient time or expertise to focus upon their finances.
My aim is to provide a highly-professional service of distinct quality and integrity that always puts the interests of my clients first. I focus upon maintaining long-term, trusted relationships, which in turn gives both private and corporate clients financial peace of mind.
Specialising in the areas of Investment, Retirement, Protection, and Inheritance Tax Planning, I can provide reliable and expert advice for individuals and businesses seeking to achieve three principal financial objectives:
- Build or preserve capital
- Manage cash and borrowings
- Gain financial protection against risk.
Please take a moment to look through this website where you will find my overall wealth management services and expertise explained. I very much look forward to building a professional and valuable relationship with you in the future.