Working between offices in London and my home base in Berkshire and with clients across the country, my aim is to provide straight forward, jargon-free financial advice. We seek to understand your objectives and then work with you to meet them as efficiently as possible. This means you can be sure knowing you have a financial plan designed directly for you.

We take great pleasure in working with people from all backgrounds and with differing levels of wealth. We have clients with simple needs that want a trusted person to bounce ideas off and also clients with complex needs that involve working with other professionals to bring clarity to their financial situation. This can often be personal finances but also wider family and business.

Straight forward financial advice can add real value over time and the areas it can help can be summarised -

• Having the confidence to invest
• Investing for the long term
• Using the right tax wrapper
• Structuring your assets to meet your plans
• Avoiding scams

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.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.