During the latter part of my career in the RAF, it was always my intention to join the financial services industry.
After starting with Barclays Life, I took the opportunity to join an organisation where I continued to develop my skills as an IFA, in both personal financial planning and predominantly, corporate benefits.
In line with my professional background, I have focussed on developing specialist knowledge and am now fully conversant with the legislation surrounding Auto Enrolment and Employer Duties. However, as a representative of St. James’s Place Wealth Management, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
My experience in the corporate market extends from arranging new Defined Benefit schemes, Group Personal Pensions, Group Stakeholder Pensions, Master Trusts*, Executive Pension Plans, Small Self Administered Schemes, Self Invested Personal Pensions (both group and individual) Defined Contribution Schemes to all of the associated risk benefits.
The value of a pension with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority