Expertise
- Pensions on Divorce
- Commercial Insurance
- Pensions
- Pensions Freedom
- Life Insurance
- Health Insurance
- Mortgage Advice
- Financial Advice
- Pensions for Directors
- Investment Planning
- mortgage advice manchester
- Insurance Advice
- shareholder protection
- Investment Advice
- Mortgage Advice London
Summary
I have worked in financial services for over 30 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
My advice covers all areas of wealth management, including, retirement planning, wealth protection,
savings, and investment planning.
As a Partner/Partner Practice of St. James’s Place Wealth Management based in Sheffield, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.