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+44 20 7036 8790
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Tunstall Studios 34-44 Tunstall Road, London, United Kingdom, SW9 8DA
Stockwell
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620 ftBrixton
890 ftSt Matthews Church
0.2 miLambeth Town Hall
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Specialties
Financial Advisers * Pensions and Annuities * Savings And Investments * Buildings and Contents * Life & Critical Illness Cover * Business Insurance
I am dedicated to helping my clients see their financial future and more importantly I provide them with the a clear plan on how to achieve this.
I take a holistic approach to your financial planning ensuring that you are protected from any unforeseen changes to your situation and positioned to maximise the benefit of any improvement. I treat my clients as individuals providing you with a bespoke proposition and taking into consideration all factors affecting your life.
I specialise in financial planning, investment management, retirement planning, inheritance tax planning and protection policy reviews.
As a Financial Planner my emphasis is on building long term relationships with every one of my clients to provide them with a trusted source of advice as their financial needs evolve over the years.
History
Established in 2003.
Having worked in financial services for 15 years, I was invited to join St. James’s Place Wealth Management in 2013. Throughout my career I have taken great satisfaction in helping out my clients, and the opportunity to work with St. James’s Place allows me to develop long-term relationships built on trust, personal service and what I believe to be superior wealth management.
Consequently, many of my new clients have come from personal recommendations. I work with people that wish to take control of their money to achieve financial freedom and confidence, and typically help them to:
* Mitigate their taxes
* Maximise their pension provision
* Build an investment strategy to meet their personal objectives
From personal experience, I also understand the importance of planning for unforeseen circumstances and believe this should be the foundation of sound financial advice.
Areas I cover include tax planning, investment management, retirement planning, inheritance tax planning and
Meet the Business Owner
M A.
Business Owner
Having worked in financial services for 15 years, I was invited to join St. James’s Place Wealth Management in 2013. Throughout my career I have taken great satisfaction in helping out my clients, and the opportunity to work with St. James’s Place allows me to develop long-term relationships built on trust, personal service and what I believe to be superior wealth management.
Consequently, many of my new clients have come from personal recommendations. I work with people that wish to take control of their money to achieve financial freedom and confidence, and typically help them to:
* Mitigate their taxes
* Maximise their pension provision
* Build an investment strategy to meet their personal objectives
From personal experience, I also understand the importance of planning for unforeseen circumstances and believe this should be the foundation of sound financial advice.
Areas I cover include tax planning, investment management, retirement planning, inheritance tax planning and
