I have been working within the financial service industry for over 5 years specialising in mortgages and protection.
After previously working with my brother-in-law Oliver, and setting up my own business, I have recently joined Smith Eliot Financial Management with my wife Charlotte, Stephen’s daughter, making this a true family business. Clients can still expect the same level of personal service from me as well as having access to a wider range of additional services too.
I believe that this coupled with the St. James’s Place Advice Guarantee is the best way forward for myself and my clients. I am based at our Oakham Office.
The areas I specialise in are:
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.