Senior Partner
I have been with St. James's Place for over 25 years.
Expertise
I specialise in investing capital for private clients, with the main objective of adding value to existing portfolios and creation of income where required. However I also give advice on inheritance tax planning, long term care and personal and business protection.
Qualifications
As well as the industry standard qualifications, I hold Dip PFS status, CII Long Term Care certificate, a Diploma in Inheritance Tax and Estate Planning. I am a member of the Personal Finance Society and The Chartered Insurance Institute.
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.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.