Financial Professionals

We have built our expertise over many years by working closely with a wide range of financial professionals including:

  • Investment Bankers

  • Traders

  • Hedge Fund Managers

  • Brokers

  • Analysts

We understand the pressure, hectic lifestyle and ever-changing daily demands of the finance industry. We understand that your income can fluctuate due to bonuses, and with it your plans. We have perfected a compressive first meeting agenda in order to understand your needs and aspirations in detail. Following the completion of the initial meeting, and once we have a complete understanding of your particular circumstances, we will help you to prioritise your needs and ambitions and we will work with you to create a robust financial plan for today and in the future.

We have assisted many clients by:

  • Providing tax relief via tax efficient investment planning
  • Maximising their retirement planning
  • Spreading the cost of school fees

As a Partner Practice of St. James's Place Wealth Management, we have access to a wide range of wealth management services including the St. James's Place Distinctive Approach to Investment Management which can assist you in maximising your financial potential. Our comprehensive selection of products will allow us to help meet your goals through any period in your professional career. We aim to guide you through the ever-changing world of financial planning by ensuring regular meetings are conducted to regularly review and adjust your plan to continue to meet your changing financial needs.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.