My determination is to comprehend financial needs and future aspirations. Engaging my clients face-to-face, I deliver critical financial advice underpinned by the St. James’s Place approach to investment management; creating financial plans that adapt to a client’s ever changing needs and circumstances.
My background is one of international banking and deal making with over 28 years’ experience.
I am based in West London and operate within the South East of England and my clients range from City professionals to SMEs.
I am currently focused in working closely with HR professionals and the issues they face proving their employees with access to financial well-being/guidance.
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.