My expertise covers all aspects of financial planning, including Investments, Trusts* and Estate Planning, Portfolio Management, Pensions, Life Assurance and Income Protection. 

My Business owner service covers Business Protection, Employee benefits and remuneration, corporate Pensions, Management of Assets and aspects of Business Exit Strategy.** 

*Trusts are not regulated by the Financial Conduct Authority. 

**Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.