My career in the financial services industry started in 2005, when I began working as a Stockbroker and Financial adviser, serving clients in the Brentwood area of Essex. During that time, I have developed in-depth knowledge and experience within many challenging areas of financial planning. I have particularly specialised in Retirement Planning and Pensions, along with Inheritance Tax Planning and Trusts*.
I have since recognised that through the St. James's Place Partnership, I am able to provide my clients with a greater level of service and the best possible advice through the products and services available to the St. James's Place Partners.
I am incredibly passionate about my work and the role it plays within the lives of my clients.
Some of the key services we offer our clients are as follows:
- Retirement planning
- Portfolio Management
- Investing for income and/or growth
- Regular Savings
- Trustee investments
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 relief's from taxation can change at any time. The value of any tax relief generally depends on individual circumstances.
- Inheritance tax planning
- Life or Critical Illness cover
- Income protection
- Family protection
As every client’s situation is unique, it is important to acquire a comprehensive understanding of how the above list may benefit your individual financial plans. Please contact me for a no obligation consultation.
As I believe in providing my clients with the highest level of service and advice, I am currently studying towards becoming a Chartered Financial Adviser (one of the highest levels of professional financial advice status’), in addition to my current financial qualifications. I hope this will give my clients confidence:
- that my knowledge is up to date with the ever changing Financial Service landscape;
- that I understand how important my role as an adviser is;
- and that I take the responsibility that comes with it, extremely seriously.
*Trusts are not regulated by the Financial Conduct Authority