I am committed to building and sustaining long-term client relationships based on trust, superior service and the quality of my initial and ongoing advice. My philosophy is simple: to ensure financial peace of mind for you and your family across the generations. I will provide a highly personalised service, with the aim of ‘earning the right’ to be considered as your trusted financial adviser for many years to come. I will help you make informed financial decisions to achieve your goals through personal, face-to-face financial advice.
I am well versed in the issues medical professionals face with the rigid NHS pension system. I will tailor solutions to your specific need.
I am an Associate Partner of St. James’s Place Wealth Management, one of the UK’s leading wealth management organisations, managing client funds in excess of £100 billion.
Special offer for The Doctors Club members
- Free face to face initial consultation meeting
- 15% rebate of fees – terms and conditions apply
- Guaranteed advice
- Retirment Planning
- Estate management (IHT)
- Banking & borrowings
- Tax year end planning
- Investment planning
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.