I specialise in providing highly personalised, goals-based financial planning and advice for businesses and individuals looking to understand and take control of their finances. Every client is unique, and has a right to receive good financial advice tailored around them and their level of knowledge. I believe in spending time getting to know my clients, fully understanding all their circumstances
, aspirations and objectives, so that together, we build a long-term strategy that is fit for purpose, adaptable as they move through life, easily reviewable and delivers great lifelong outcomes! My clients can expect:
• to be at the heart of our discussions and my advice
• to be financially empowered to make their own decisions
• to receive a 5-star client experience as we build a trusted long-term relationship
My clients include:
• Business Owners
• Families and Individuals
• Sole Traders
• Education Providers and Community Groups
My range of services include, but are not limited to…
• Tax planning
• Savings and Investment Planning
• Business and Family Protection and Insurances
• Estate Planning
• Pensions and Retirement Planning
• Employee Benefits
• And much more…
On a personal level, I've lived in the New Forest area all my life and now live in Nursling with my wife and two children, where we've been settled for over a decade. I'm passionate about the local area, and enjoy the sense of community and the wealth of open countryside that we find on our doorsteps. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. 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.
