I am a firm believer in building long term relationships that are built on trust and understanding. A big part of that relationship is meeting face to face regularly to provide the specialist financial advice that you will need to achieve your financial goals. Some of the advice that you are seeking could be:

• Retirement planning 
• Tax efficient investment planning 
• Investing for growth or income
• Preserving your Estate for the next generation, or 
• Providing protection for you, your family or business 

Sometimes I’ve found that the term ‘Wealth Management’ can put people off, it shouldn’t, no matter the size of your investments, big or small, it’s important to get the right advice to help you realise the best possible performance and growth. It doesn’t matter how much you’ve got, it’s what you do with it that counts! 

Away from work, I enjoy family life, holidays and I am a keen cyclist. I have taken part in a number of charitable cycling events, most notably a USA Coast to Coast ride covering 4,295 miles. The team raised a lot of money for local charities and I learned a lot about myself. 

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 the amount invested.