DipPFS Certs CII (MP) MBBS
I believe that making time to plan your finances is one of the most important investments you can make and the decision to work with a financial advisor is the first step in doing this. I focus on delivering the highest standard of financial planning to all my clients. I do this by understanding your objectives and goals which allows me to tailor strategies that are made-to-measure just for you.
Whether it is building your wealth through investment, protecting it against risk or managing your cash and borrowings, I can provide across the board advice to ensure all your financial needs are fulfilled.
My goal is to ensure that all my clients reach the point of financial security. Here they have the luxury of deciding to pursue other life goals aside from work. This freedom and flexibility is a product of smart saving and investment decisions guided by the advice I offer and products of St James’s Place.
My holistic approach with clients is founded on building trust and establishes long-standing relationships that has often led to client referrals.
The areas I specialise in are:
The value of 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.