My philosophy focuses on working closely with my clients and helping them to make the most of their money and to realise their financial goals. I have over 20 years of financial, banking and wealth management experience, gaining numerous qualifications over the years, including most recently the Chartered Banker Diploma in Investment Planning.

As well as the products and services provided by St. James's Place, I can also recommend others carefully selected by St. James's Place that represent ‘best of breed’ in every area of financial planning. St. James's Place Group recognises that no single investment house has a monopoly of investment expertise and therefore adopts an effective solution to this problem. They do not employ any in-house investment managers, instead they carefully select a number of external managers of outstanding ability to manage their range of funds.

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.