In the complex and fast changing world in which we live, proper management of our financial affairs can often be neglected, especially when lacking your own trusted adviser who you can easily reach at your own convenience.
To meet your aspirations and those of your loved ones, a holistic financial review needs to be undertaken on a regular basis, taking into account not only your present requirements but also your future goals. Only then can a personalised financial solution be presented and implemented that is unique to your own situation.
Based in East Preston, West Sussex, I offer clients the personalised service of a small local business, backed by the infrastructure of St. James's Place Wealth Management – a company with of client funds under management.
Please take the time to read about the core values of my practice as you, my client, are at the centre of everything that I do.