From offices in Manchester, Leeds and Liverpool, I provide wealth management advice to clients across the North West.
Over the last twenty years I have been able to build many long standing relationships with clients based on regular contact, trust and delivering strategies that help them meet their financial aims.
My past experience with previous financial services organisations has ensured expertise in both financial planning and high quality customer relations. After establishing myself as a highly respected consultant with my former employers, I recognised that I could provide clients with a better service and the best possible advice by establishing my own practice. I achieved this by taking up the invitation to become an Associate Partner Practice of St. James's Place Wealth Management.
I now concentrate on promoting the development of lifelong client relationships through a more bespoke and personalised approach. By delivering an excellent service, I am proud to offer high quality wealth management solutions to help you look after your financial future and for those who are close to you.
I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.
Whilst solutions may encompass investment portfolios, pension plans, tax advantageous schemes and the use of onshore and offshore structures, the most important aspect of the work I carry out is to help clients bring structure and a formal plan to their affairs. I also spend time with clients helping them to plan how to include their dependants in their wealth management. This aspect can also include the process of educating the next generation in this respect.
I am dedicated to my work with clients and feel my approach to quality advice and high levels of service allows clients to be confident that their best interests are being considered.
Outside of work, spending quality time with my family is very important to me and where time allows, you may find me at my local gym.
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.