I offer clients a bespoke and high level personal service that is rarely seen in today’s financial market place. I take time to really get to know my clients before offering advice. This explains why many of my clients come from personal recommendations.
I have over 14 years experience in this field, specialising in the “Wheel of Services” that St. James's Place Wealth Management offer, namely:-
- Building and Preserving Capital
- Managing Cash and Borrowings
- Personal Protection against sickness and/or death
- Retirement Planning