DipPFS Certs CII (MP)
I deliver a tailored service to construct a clear understanding of my clients personal and financial objectives. My approach to financial planning is client objective driven which enables me to establish long-term relationships and add value to clients where they need it most. The financial solutions I deliver are with a high degree of professionalism and integrity.
My core focus is developing bespoke strategies to help build and preserve the wealth of my clients. By using financial modelling software, I create personalised plans designed to improve and strengthen the long-term financial position of my clients.
Prior to joining Smith Eliot Financial Management, I worked at Deloitte delivering tax planning to international private equity and real estate funds.
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.