I provide financial advice and solutions in all areas of financial planning. I have over 20 years experience in this field and I am passionate about building long term relationships with my clients, so that they have someone they can turn to and trust when their needs and circumstances change. I have a real genuine interest in people and I enjoy making a difference in their lives by improving their circumstances and giving them the knowledge they need to make informed financial decisions.
My areas of expertise include: Retirement planning (including pension reviews and pension sharing orders) Investment and Inheritance tax planning and trusts, protection (including personal and business).
Trusts are not regulated by the Financial Conduct Authority.
SWT Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products
