Are you a high- or additional-rate taxpayer or business owner who wants to maximise your wealth by investing as tax efficiently as possible? Do you fully understand your current financial position and how to achieve your medium to long term goals? It’s impossible to keep up with all the changes to rules and regulations
2. You are great at what you do, but finances aren’t your strength area
3. You
simply don’t have the time to sort it out yourself. Whatever your reason for putting off looking at your finances, imagine how good it will feel to finally get everything in order and working hard for you. I love to talk as well which is why I enjoy having such a people focused job, but my superpower is providing a safe space for you to discuss your money matters, where I listen carefully and without judgement. My other superpower is my honest, down-to-earth style which creates trust – my clients know that I will never promise something I can’t deliver. It doesn’t matter how complex your personal or business life might be, I’ll be by your side to provide you with timely, accurate information to facilitate your decision-making process. Having a lifelong relationship with a financial adviser can transform the way you live your life and your family’s future life prospects. Save time, reduce stress and get access to the whole market with ease. Below are some of areas I can help with:
· Understanding how life events could change needs and goals
· Mortgage lending and establishing protection levels needed for life policies, critical illness,
income etc.
· Helping young couples become established and planning for the future
· Strategic and tax efficient wealth management (including the use of onshore and offshore
investments)
· Preparing for and moving through retirement
· Inheritance Tax mitigation
· Working with business owners to extract profits tax efficiently
Outside of work, I love to spend time with family and friends, walk, visit the gym and go out to eat. Your home may be repossessed if you do not keep up repayments on your mortgage. 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.
*St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website. SJP Approved 07/03/2025
