My objectives are to provide a bespoke and personalised financial planning service tailored to each of my client’s specific needs.
Having been in the financial services industry for over 20 years, I accepted an invitation to join Sovereign Wealth Private Clients in 2017. My many years in the sector has given me the opportunity to build an exceptional knowledge, which allows me to advise my clients on a wide range of wealth management products to suit their needs.
By working closely with my clients and their families, I am able to build a robust and intergenerational plan for the whole family, whilst providing regular reviews of both their circumstances and investments ensure plans stay on track.
I also work closely with their other advisers including accountants and management companies to ensure appropriate solutions can be found for any given situation.
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.