My experience has given me a thorough understanding of the different levels of advice and standards of ongoing service on offer throughout the wider market. Incorporating the best practices of previous employers, I decided to establish my own business as a Partner Practice of St. James's Place, allowing me to spend more time with — and offer an improved level of service to — my clients.

I pride myself on keeping my clients up to date about events that may affect the value of their pension and investment plans. One way of doing this is by issuing WeekWatch - a bulletin which is emailed on a Monday and provides you with a weekly round-up of key events in global markets and economies, as well as the latest personal finance news. My clients are also able to access regular monthly investment bulletins and audio and video interviews with selected highly experienced managers who look after our clients’ funds though the 'Market Update'.

I am a great believer that in order to provide a more comprehensive, holistic service to clients, additional qualifications are essential. I am qualified to Diploma level by the Personal Finance Society and am continuing my studies with the intention of gaining chartered status. I am happy to adhere to a code of ethics, which requires me to act in the best interests of my clients at all times, and commit to ongoing professional development to ensure that my knowledge is kept up to date.

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.