I am the Principal of Berkeley St. James Wealth Management and have been working in Financial Services for 30 years, and have extensive experience in Wealth Management. In February of 2012 I was invited to join the award winning St. James's Place Wealth Management.
My aim is to simplify, through the face to face process, the complex issues of Financial Planning to secure your retirement fund, help you make the most of your tax allowances, protect your assets for future family generations and much more.
I have a wide range of knowledge and expertise in the pre-retirement arena and offer my clients professional friendly advice on Investment, Tax and Estate planning, Wealth Preservation and Inheritance Tax planning.
I speak regularly to large audiences; and presenting financial Seminars to large organisations; Unions, Police, Fire Service, County Councils and Local Education Authorities.
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The Partner Practice 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.