My career as a Financial Adviser has taken me all over the South East including Medway, Maidstone, and Tunbridge Wells. I offer a dedicated face to face service at a time and place convenient to my clients.
I understand the importance of giving advice in an easy to understand manner and am of the view everyone needs good financial advice whether for an investment, pension or to reduce inheritance tax liability. My clients are welcome to contact me at anytime they wish, this has been particularly valuable during the Brexit and US Presidential election campaigns.
I work closely with my clients to provide solutions to satisfy all their financial objectives both now and in the future, such as:
- Investment Planning
- Reducing Inheritance Tax liability Trust* Planning
- Retirement/later life planning/Pensions
- Specialised Tax Planning Advice
- Financial protection in the event of a serious illness or death
I understand the importance of giving advice in an easy to understand manner and that everyone needs good financial advice at some point in their lives.
I appreciate my clients will have changes in circumstances such as starting a family, changing jobs, starting your own business or receiving an inheritance, so regular contact is part of my service. My clients are free to call me at anytime for advice over the telephone. Regular reviews not only keep you informed of the most up to date information but allows me to take advantage of any developments in investment markets, legislation and tax law you could benefit from.
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.
*Trusts are not regulated by the Financial Conduct Authority.