I am an Associate Partner of St. James's Place Wealth Management, and have extensive and valuable experience within the Financial Services sector. I provide financial advice across the whole of the Isle of Wight and surrounding areas. My offices are located at St Cross Business Park, on the outskirts of Newport.
My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. I am committed to building long-term, trusted relationships so all my clients feel that the advice I give is of the highest standard. The level of satisfaction may be judged by the fact that most new clients are personally recommended by existing clients.
The experience and expertise available via St. James's Place Wealth Management enables access to providers we believe represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect. You will also have the peace of mind in knowing that the suitability of the advice that I give you when recommending any of the products and services provided by companies in the group will be guaranteed by St. James's Place Wealth Management.
I specialise in the following areas:
- Investment Management
- Family Protection
- Business Protection including extracting profit from director-owned businesses in a tax efficient manner
- Establishing family trusts* for the provision of future generations
- Retirement Planning & Annuities
- Tax and Trust* Services
- Inheritance Tax
- Estate Planning
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.