With 15 years experience in the financial services industry my aim is to become your trusted adviser over the longer term and also someone you would be happy to recommend to family and friends.
My priority is to establish and maintain trusted, long term relationships with my clients. The key to my success has been my philosophy of providing ongoing, accessible and honest advice, not one off sales. So many advisers lose contact with their clients after the first sale and fail to maintain an ongoing relationship, which is so important.
This will be achieved by continuing to offer quality advice with integrity to help clients understand and attain their goals and aspirations by listening and confirming what my clients want, and how they want me to deal with them.
I offer all the usual financial services you would expect from an established provider, including:
- Advice and guidance on new and existing investments
- Reviewing retirement plans and existing pension arrangements
- Protecting clients’ families from the effects of Inheritance Tax
- Advice on protecting you and your family, against financial risks
A key contributor to my success has been clients’ willingness to recommend me to family, friends and colleagues, for which I am sincerely grateful. This is very important to me, not only from a business point of view, but is confirmation that I am fulfilling my goal of distinguishing myself and what I have to offer from many others in this industry.
At the heart of my service is a belief that effective communication ensures clients are kept fully informed of issues that may affect their financial situation. As such I regularly publish a range of communications for my clients, including a weekly Market Bulletin and quarterly magazine, The Investor.
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.