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About Us Join as a Professional
Contact Us
Professionals UK United Kingdom Bedfordshire Belfast Berkshire Birmingham Bristol Buckinghamshire Cambridgeshire Cardiff Cheshire Chester Devon Edinburgh Essex Glasgow Hampshire Hertfordshire Kent Lancashire Leeds Liverpool London Manchester Newcastle Nottingham Oxfordshire Sheffield Surrey Sussex Warwickshire Yorkshire Europe Amsterdam Berlin Brussels Dublin Ireland Madrid Milan Monaco Paris Stockholm Zurich United States Chicago Los Angeles Miami New York San Diego San Francisco San Jose Texas United Arab Emirates Dubai
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Expertise

  • Auto Enrolment
  • Investment
  • Inheritance Tax Planning
  • Protection
  • Debt Advice
  • Pension Transfers
  • Retirement Planning
  • Pension Planning
  • Invesment Planning
  • wealth preservation
  • business continuity
  • enterprise investment schemes
  • vct (venture capital trusts)
  • family protection
  • divorce finances
  • Financial protection
  • Data Analysis
  • Budget Planning
  • Growth Strategies
  • Profit Extraction Strategies
  • Business Continuity Management

Summary

Providing Professional Wealth Management advice to professional individualsFollowing a career in manufacturing, I have spent the last 10 years in wealth management and am a Partner of the prestigious St. James's Place Partnership. My clients are predominantly NW based professionals and my emphasis is on maintaining a long-term relationship with them and to provide them with a source of trusted advice as their financial needs evolve over the years.

Email St. James's Place Wealth Management