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Ensuring your finances are in order now and will meet your needs and ambitions in the future is one of the most important steps you will take for you, your family and your business.
I am committed to helping my clients preserve and enhance their wealth. The approach I take is to fully understand your current financial position, where you would like to be in the future and then to provide straightforward guidance on how best to get there.
Through St. James's Place I provide individually tailored advice across all areas of financial planning, including:
- Building and Preserving Capital: Investment Planning, Retirement Planning, Portfolio
Management, Trust* & Estate Planning.
- Financial Protection Against Risk, Life Insurance Solutions & Estate Planning:
Specialized Insurance, Health Insurance.
- Managing Cash & Borrowings: Mortgages, Commercial Lending*.
I aim to keep clients aware of the most up to date information by highlighting the key financial and economic issues on a regular basis.
With an International MBA in Finance from The University of Chicago Booth School of Business and 15+ years of servicing clients globally across various sectors, I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service.
*Trusts and commercial lending are not regulated by the Financial Conduct Authority.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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