* Please note that Trusts are not regulated by the Financial Conduct Authority
As well as my own experience and knowledge, I have excellent relationships with a number of specialists from my many years with St. James's Place Wealth Management, as well as a network of carefully selected industry experts and providers. I also work alongside clients’ own solicitors and/or accountants to ensure an appropriate solution for any situation is provided.
Financial planning can seem extremely complex at times, but my aim is to explain the necessary information to each client in a clear and concise manner to ensure that every aspect is understood. This, coupled with the desire to build and maintain ongoing relationships, reinforces my commitment to intergenerational financial planning for families and businesses.
As a new father for the first time in 2016, I have very recent experience of the challenges facing families and their financial security!