Expertise

  • Tax Planning
  • Trusts
  • Investment
  • Inheritance Tax Planning
  • Income Protection
  • Retirement Options
  • Pensions on Divorce
  • Pension Transfers
  • Retirement Planning
  • Wealth Management
  • Business Protection
  • Capital Gains Tax
  • Pensions
  • Estate planning
  • wealth preservation
  • business continuity
  • investment planning
  • family protection
  • Financial Adviser
  • ISA's
  • Life Insurance
  • Financial Analysis
  • Financial Advice
  • Unit trusts
  • Critical Illness Insurance
  • Critical illness cover
  • income tax
  • Trust Planning
  • Capital Growth
  • Cash flow modelling
  • Investment Bonds
  • Estate tax planning
  • Cash Flow Planning
  • Retirement & Pension Planning
  • Trusts & Estate Planning
  • intergenerational planning

Summary

My motivation is to help individuals and businesses understand more about their money and how it can be used to grow and protect their wealth.

 

This is delivered through a personalised Wealth Management service where I firstly define your personal and financial goals. Perhaps you would like to retire earlier, go on more holidays, create a fund for your future grandchildren, protect the continuity of your Business? Well I pride myself in understanding your needs, whatever your background, to which I can offer a deep knowledge of investment planning, tax rules and wealth structuring. The areas that I specialise in are:

 

  • Investment planning
  • Retirement planning
  • Protection / Insurance
  • Inheritance Tax planning

 

Financial planning is an area which can be complex. So, I strive to offer a friendly and professional service which is presented in a clear and simple way. I focus on providing reliable and high-quality face to face advice that is designed to suit each client’s individual requirements. I have built my reputation on service and client relationships, which is central to what I do.

 

I am proud to be member of the Chartered Institute of Insurance and hold the Diploma in Regulated Financial Planning enabling me to provide advice on investment planning, protection and retirement planning.

 

I offer a no obligation initial consultation, and if I cannot help you, I will certainly point you in the right direction. So if you fancy a coffee and initial chat, I'd be happy to help.

 


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.

 

Sovereign Wealth LLP is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

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