Planning for a secure future is one of the most important steps you will ever take. This ethos is at the heart of everything I do for my clients.
Having previously spent 15 years as an investor at one of the world’s largest asset managers, I use my extensive knowledge of financial markets and investing in order to ensure I can offer a tailored service to suit each individual client’s needs.
I believe the most important element to the success of my Practice is establishing a solid reputation based upon trust and expertise, whilst also ensuring the clients experience is as simple, informed and as streamlined as possible.
I build a client base, formed mostly on the basis of referral and recommendation, this is achieved by providing the highest level of personal service to each existing and prospective client.
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.