Location, Experience and Clients:
Based in Castle Eden, County Durham I provide financial advice and wealth management services to clients across the UK.
I advise all types of clients both individuals, businesses and trustees, although recently I have tended to see more high net worth individuals as well as Dentists and Medics.
Over my career in financial services (which began in 1999) I have gained considerable experience of providing financial advice including the following areas:
I believe that providing advice is all about helping you achieve your financial goals; behind all the complexities and nuances of legislation, tax, products and investment analysis sits that simple, clear aim!
However, to get there we need a clear strategy shared between us, as it shapes my recommendations, gives you a clear reason for each interaction and provides a ‘future’ for us to monitor progress against.
I also believe it is vital that we sit down and review progress regularly to make sure we are still heading in the right direction and at the right pace and because ‘things change’ and you need to know that when they do your financial plans can change too.
I am committed to personal development and I am proud to have achieved Chartered Financial Planner status with the Chartered Insurance Institute.
I have also been appointed a Fellow of the Personal Finance Society, which is the highest level of qualification they confer upon their members.
There are few financial advisers who have attained both of these qualifications.
Cassia and I were married in 2003 and we have three children who help ensure that we have a very active life outside of work which is bolstered by our two border terriers, Alfie and Izzy.
I am also an active member of my Church for whom I frequently give talks, run seminars and engage in wide-ranging fund-raising and outreach activities.
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.
Locum cover may include products and services that are separate and distinct to those offered by St. James's Place.
Trusts are not regulated by the Financial Conduct Authority.