As a Chartered financial adviser, Wirral, I aim to work with you and your family or business to understand your current financial situation and develop a plan to help you secure  the financial future you want. I help ensure you are protected and that your investments are nurtured.

My clients range from business owners and NHS professionals to engineers and IT specialists. But I will help anyone, any age, define their goals, and achieve them, whether that's having enough, wanting to invest in a first home, planning for retirement or looking to exit their business.

My promise

As a client of mine, you will receive;

• A truly personalised service with regular catch-ups, reminders and reviews to ensure you're still on track to reach your goals. Not all financial planners offer this!
• The benefit of my 20+ years in financial services – the perspective and experience that comes from working in investment banking and as a personal financial adviser; I've served big corporations, small business owners and everyone in-between. 
• Somebody experienced in investing money – not all financial planners can claim this.
• Access to St James's Place's vast global portfolio of products and services – I will find the right ones for you and your circumstances.
• Somebody invested in your goals – with a young family and the financial pressures that brings, I can relate to your challenges.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

Get in touch today for a no-obligation consultation.

Exit Strategies may involve the referral to a service that is separate and distinct to those offered by St. James's Place.