With over 15 years experience in the financial services sector I have been providing comprehensive, personal and inter-generational advice to solicitors, doctors, private clients and small businesses. I also offer advice around pension planning, taxation and protection for those working within the NHS.
Working throughout the North West, my aim is to continue to build on my reputation as a trusted financial adviser and wealth management specialist, by maintaining the excellent, highly personalised service I offer my clients. I visit clients in the comfort of their own environment, whether that be at home or business premises.
Building successful, long-term relationships with my clients means I am able to regularly review and understand their individual needs in order to help them plan to achieve their future financial goals.
The following are the areas of specialism I offer my clients:
- The NHS Pension Scheme and Benefits
- Pension Taxation – Including Lifetime and Annual Allowance Analysis
- Retirement Planning
- Intergenerational wealth planning
- Estate and Inheritance Tax Planning
- Trust* Planning
- Savings and Investments Planning
- Protection Needs
- Mortgages – Residential and Buy to Let**
My expertise lies in helping my clients gain an in-depth understanding of their financial situation and constructing a more efficient and progressive financial plan to help achieve their future goals.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts are not regulated by the Financial Conduct Authority.
**Some Buy to Let mortgages are not regulated by the Financial Conduct Authority.