Beginning my career in the industry in 2012, I am proud to have been a Director of Smith Eliot since 2016, two years after joining the company as a Financial Adviser.
My experience in the financial services industry means I can personalise the advice and guidance that I give, which will evolve as the priorities of my clients do. One thing that I have taken away from my experience is that no two clients are the same. The advice that I give will always be personal to you and your needs.
My advice covers all areas of wealth management including retirement planning, business protection, inheritance tax & estate planning and mortgage and insurance.
I deliver holistic financial planning advice to professionals, business owners and private individuals, committed to establishing and nurturing long-term relationships with my clients. I ensure that the financial solutions I deliver are provided with a high degree of professionalism and integrity, in line with the St. James’s Place Advice Guarantee.
My advice covers all area of Wealth Management, including:
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
* Trusts are not regulated by the Financial Conduct Authority.