Expertise
- Pensions
- Wealth Management
- Pension Transfers
- ISA's
- family protection
- Investment
- Income Protection
- investment planning
- Inheritance Tax Planning
Summary
I provide strategic financial planning to my clients to help them achieve their dreams and aspirations. I am part of the team at PFP Wealth, a Senior Partner Practice of St. James's Place. I help my clients to:
► Ensure they are fully protected from unforeseen circumstances,
► Maintain and grow their financial assets,
► Plan for their desired lifestyle in retirement.
Supporting my advice, St. James’s Place Wealth Management Group has over one hundred
in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. St. James’s Place also work closely with specialist, independent solicitors and accountants.
I am keen to develop relationships with:
► Business owners,
► Professionals,
► Individuals planning for their future.
Experience
-
PFP Wealth Ltd
Financial Advisor
- Current
