My Unique Selling Point
With a bright and creative approach to financial planning I bring my clients complete peace of mind and the ability to make decisions with confidence!
I provide tailored financial planning in the areas of investments, pensions, and personal & business protection.
The cornerstone of the St. James’s Place approach is our Investment Committee, which ‘manages the fund managers’ on behalf of our clients. The role of the Investment Committee is to:
- Select the best investment managers
- Continually monitor those managers to ensure they maintain the standards for which they were selected
- Change managers if this becomes necessary
- Ensure clients have an appropriate spread of investments by providing a comprehensive range of funds and Growth and Income Portfolios
We believe our investment process provides our clients with the best chance to achieve superior returns over the medium to long term.
How long have you been in business?
7 years in financial services and 2 years as a financial planner at St. James’s Place Wealth Management
Who would be your ideal client?
Professionals and business owners with families and between the ages of 40-70.
How would someone start a conversation with a person that you think could be referred to you?
A good place to start is with pensions, as the vast majority do not get the time to give this the attention it needs.
When was the last time you reviewed your pension?