Managing wealth presents many common challenges. However, at the core of my Private Client service is an appreciation that my higher net worth clients often have a different set of motivations and ambitions. These can be far-reaching and complex, but always unique to each individual.
I understand that my advice needs to be as individual as you are, designed to fit around your lifestyle, family life, and your business and professional interests. In that way, I can help you shape your future plans, and hope to build a lasting relationship with you.
As a private client, your key relationship remains with me, but you also have exclusive access to a specialist St. James's Place advice and servicing team, which brings together highly experienced financial planners, investment and pension planning specialists, banking advisers, and experts in tax planning and legal matters. They work with me to provide an exceptional, high-quality service, where your priorities become my priorities.
I want to help you build and maintain strong financial foundations: for your future and for your loved ones.
I want to build trusted relationships that stand the test of time. Before you become a private client, I can introduce you to the team of specialists I will work with to create and maintain your wealth management strategy.
Working alongside the St. James's Place Private Client team, I I will gain a detailed understanding of the ambitions and requirements you have for yourself and your family. A personalised wealth management report will provide you with a clear vision of the strategy required to help achieve these financial goals: plans in which you can choose to involve your family.
My service brings together a comprehensive range of solutions to address the four key areas of effective wealth planning: maintaining your lifestyle, protecting your assets and the family estate, pursuing your philanthropic aims and supporting your business and professional interests.
With the ongoing support of experts within the Private Client team, I will work closely with you to ensure that the strategy covering these areas is reviewed regularly, and adapted where appropriate.
To complement my expertise and extensive range of services, I also provide access to carefully selected specialist providers in financing, cash management, offshore investment planning, tax planning & legal services and philanthropy.
I believe that, as a private client, you should also have access to the individuals managing your money and the people making the decisions about those managers, as well as experts who can keep you closely informed on all aspects of wealth management.
Through our private client events you have the opportunity to meet and question our experts, including fund managers, the St. James's Place Chief Investment Officer and other members of the Investment Committee. I also hold bespoke events on topical matters such as philanthropy and charitable giving, planning for the next generation and Inheritance Tax planning.
These exclusive events provide real insight into matters that directly affect you and your wealth, and open our extensive network of expert connections to my most valued clients.
Whatever your plans for yourself, your family or your business, I aim to make a real difference to your life and those you care about most.
My proposition for Private Clients provides a bespoke service, to deliver added value now and in the future. By working together, we are able to put you in control of your financial future: always being on hand for advice and guidance that can make all the difference in an uncertain world.