• We work with honesty and integrity to enable our clients to make informed decisions, confidently.
• We work hard and are your professional financial advisers, but with a relaxed approach.
• We strive to educate clients, never dictating but presenting all the facts.
• It is our ambition that we do all of this to help you achieve your goals in life through good financial planning.

The most common areas I work in with my clients include: 

• Investing to be financially secure in the future
• Minimising the amount of tax they pay
• Reducing potential inheritance tax bills
• Reviewing any existing investments
• We work with specialists within St. James's Place so can also offer expert advice in protection, mortgages and later life planning.

In 2020, the addition of Alastair to the business has balanced the great advice with sound operational support and is now ready to grow further. 

Based on the Surrey/Kent border, but also working out of the St. James's Place City office, we strive to offer our clients a bespoke service by focusing on your personal circumstances and goals; This comes through building a relationship based upon trust, great service and expertise.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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 is generally dependent on individual circumstances.