We offer a dedicated and bespoke wealth management and financial planning service for individuals, families and businesses.

Every client is unique and the philosophy of my practice is not to use 'off-the-peg' solutions, but to maintain long-term trusted relationships by providing face-to-face advice, tailored specifically to each client’s needs, guaranteed by the St. James's Place Group.

A comprehensive range of services covering all aspects of personal and corporate financial planning is available. We have worked in the financial services profession since 1987 and developed particular expertise in investment planning, inheritance tax, retirement planning and long-term care fees planning.

With clients throughout the United Kingdom, we are able to provide you with a highly professional, confidential service, tailored to your requirements no matter where you are.