I provide advice on all aspects of financial planning including:

• advice and guidance on new and existing investments,
• planning for your retirement and reviews of existing pension arrangements,
• financial protection for you, your dependants or your business in the event of premature death, accident or illness,
• Inheritance tax and effective estate planning and,
• Long Term Care Planning.

I fully appreciate and understand that everyone is unique, with their own financial plans, ideas and goals for the future, whether it is for themselves, their family or their business.

Both I and my team, would very much welcome the opportunity to work with you in achieving your financial aims and to build a long and lasting working relationship with you.

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.