About me

No two clients are ever the same – some are seeking help with a specific challenge such as inheritance tax planning or retiring while others want a full financial plan that takes into account every aspect of their finances. It always starts with a conversation. I’ll get to know you and learn about your aspirations for the future as well as your individual circumstances and you’ll find out how I can help you and what I can offer.

All of my advice is guaranteed by St. James's Place Wealth Management and I am very humbled to have received a client satisfaction rating of 4.9 of 5 from my clients who have provided feedback on the adviser website Vouchedfor. If our service isn’t right for you, there is no obligation to take it.

In particular, I can help you with:

  • Planning for retirement – making the most of pension allowances, managing the annual and lifetime allowance, and taking an income in retirement
  • Estate planning and Inheritance Tax – passing on an inheritance to the next generation and managing an Inheritance Tax bill
  • Tax-efficient investing

*Vouchedfor February 2019

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

E-Briefing Service

Stay up-to-date with the latest Industry Insights

Enter your email address and register or update your existing email preferences.

The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

The Grove Private Wealth Ltd is registered in England and Wales, Number 11616248. Registered Office: 21 Polwarth Crescent, Brynton Park, Gosforth, Newcastle Upon Tyne, NE3 2EE.