About Us

I offer face-to-face advice and specialise in meeting the financial needs of people who have created more capital or who earn higher incomes than average, and whose circumstances are therefore more complicated than average.

I offer a personal wealth management service, offering you the benefit of a single relationship to meet all your financial needs, whether your priority is to:

  • Build or preserve capital
  • Manage cash and borrowings
  • Gain financial protection against risk

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.