My service is grounded in the highest professional standards, excellence of service and, perhaps most importantly, integrity. I recognise that each of my clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations. I look to build a relationship with all of my clients based on trust and by listening I can gain an in-depth understanding of my clients financial situation to allow me to provide a financial strategy to meet their objectives and aspirations both now and in to the future.
Benefits to you
- Risk Management – helping to structure your Director share purchase arrangements; protecting key people, the future of your business; insuring repayment of debt
- Business investment strategy – utilising excess profits tax efficiently
- Employee benefits – group pension, death in service, critical illness benefits and more
- Extraction of value / exit strategy* – Director / business owner personal planning
- Investments – helping you understand what you have and what you need for your future goals
- Pension Planning – guiding you through the pensions maze
- Inheritance tax & Estate Planning – helping you overcome the worries
- Insurance – tailored preparation for the unforeseen
If you're serious about your own, your family's or your business's financial future then talk to me. I will cut through the jargon, give guaranteed advice, and make the whole financial planning process as easy and seamless as possible. You’ll be able to relax, safe in the knowledge that you’re saving time, planning effectively and securing your financial future. And don’t forget that all consultations are entirely without obligation.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
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.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.