As an experienced adviser with many years working at banks and within wealth management, I can offer a full remit of services for clients from various backgrounds, financial status and each with their own remit of unique objectives.
I hold the Chartered Insurance Institute Diploma in Financial Planning, having taken exams in savings, investments, pensions, tax and trusts. I offer a professional and friendly service meeting clients at the comfort and convenience of their own home or place of work or at one of the
St. James’s Place London Offices.
I have presented seminars to groups of employees for over 20 years and have the ability to explain complex issues in a straight forward jargon free manner. My aim is to work alongside my clients helping them to achieve their financial aspirations and giving them the peace of mind knowing that their finances are being taken care of.
Due to my experience and management training, I can very quickly, ascertain the working relationship required for a particular client and instill a reassuring sense of confidence and trust, whilst always working in the clients’ best interests.
At LMP Wealth, my team and I offer advice for a diverse range of investment funds and portfolios and focus on long-term relationships with clients and their families. I ensure that the service includes a deep knowledge and understanding of my clients’ objectives and how a strategic steer with hands-on management, provides protection that affords peace of mind and trust, that all financial matters are carefully and safely being monitored, and adapted as appropriate or necessary. As a full range of services are offered, most clients prefer one point of contact for multiple financial services.
I feel it is my professional and personal responsibility to help clients achieve their lifestyle objectives, that all inheritance planning takes into consideration relevant taxation issues, wealth and investment is managed and grown within a remit of ethical responsibility and by keeping clients frequently updated on status.
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 depends on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.