My Approach
Experienced and dynamic wealth management
My experience in the finance sector over the last 20 years, both in banking and financial services, means that I have a broader vision than your average adviser.
It is this experience that brings clients to me, but it is my dedicated and friendly approach that keeps them with me. Voted one of the UK’s Top Financial Advisers in 2018, 2019, 2020, 2021, 2022 and 2023 on VouchedFor, I enjoy working with clients and helping them achieve their goals.
Firstly, I work with clients like you to understand your aspirations, then I give you the financial advice and planning to help you to reach your goals. For some people that will be saving for a child’s university fees, for another, it might be early retirement or building up some savings. Then for others, they have wealth and want to know how to invest sensibly and make sure that they have the correct protection in place. Then with you, we will regularly review these to check you are still on track to reach your goals and adjust if necessary.
My clients are based primarily in Cheshire, but with the help of specialist video conferencing software, I access clients across all of the UK.
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.
See what my clients have to say…
