I am a Holistic Financial Planner with a wealth of experience in retirement planning, estate planning, protection and investment planning, which I use to help clients achieve their goals and aspirations. I have experience with a range of client scenarios and my client relationships are based on honesty and transparency.
My emphasis is on building and maintaining long term relationships and working closely with my clients to provide the highest standard of advice, tailoring this to their financial needs and objectives, no matter how simple or complex these are. The biggest thing that I bring to all my clients is making finances simpler and clearer while not only making a difference to their pocket but their lifestyle too.
Getting to know you and understand your personal goals in life helps me show you where there may be gaps financially and come up with a plan with you to address those gaps. This is particularly important when you are going through a life changing event such as divorce or bereavement. I believe the client is in the centre of every plan, keeping you in control and empowering you to make the best out of your life and finances.
The initial consultation is with no obligation. Send me an email using the link below to set up a meeting.
Shires Wealth Management Ltd 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