Who knows what the future holds, but with a little financial planning and thoughtful investments, prepare for whatever life throws at you.
As a fully qualified financial adviser, with over 23 years experience in Financial Services both in advisory and senior management roles in the UK and international markets, I can help you make the most of what you have.
I pride myself on taking the time to understand my clients’ needs, through personal face-to-face consultations, which allow me to create bespoke financial plans and offer advice to help them plan for the future - and I’m always there to offer support should their situations change.
This personal approach keeps things simple and helps my clients understand the sometimes, complex and daunting plans and policies on offer, so they can focus on what’s important in life and enjoy it.
It’s a fact life is hard, so why make it harder.
My in-depth knowledge of all areas of financial planning, including regular savings plans, lump sum investments, retirement planning, financial protection and inheritance tax planning, allow me to help my clients reach their financial goals.
If you’d like to know more about efficient wealth management or have any questions about the options open to you, please contact me for a no-obligation meeting – because before I advise you on your investments, I think it's important I invest my time getting to know you.
Contact me for a no obligation meeting now.
The value of an investment 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.
Joining the family business in November 2019 as Practice Director, Opal is our dedicated client contact. Graduating from Newcastle University with a Fine Art & Art History degree she went on to pursue an MA in Design before working in client facing roles in a variety of industries.
With this experience, Opal understands the value of supporting clients during some of the most significant and impactful financial decisions. Here to ensure clients understand the process and is always available to answer any queries that may arise along the way.