Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Medical professionals
Specialist financial advice and tailored planning for NHS professionals, GPs and dentists.
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Private clients
I specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
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Sports professionals
Sports professionals understand that their careers can be short and that wealth should be nurtured and protected. I can help.
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Copyright St. James's Place © 2025