Our priority is to establish and maintain trusted, long-term relationships with our clients. We believe that the key to success is the philosophy of providing ongoing, accessible, and honest advice, not one-off sales.

A key contributor to our success has been clients’ willingness to recommend us to family, friends, and colleagues. This really is the mark of success for us and one we strive to maintain – when our clients are confident and happy, then so are we.

The business was started in 2013, when I joined St. James's Place from HSBC. Since then, we have grown organically through recommendations from clients and professionals, such as accountants, solicitors and agents.

Our team is focused on ensuring you are kept up-to-date, well-informed and happy with your plan. We take the time to explain, clarify and help you – you can depend on us. The objective is to put you in control by providing you with the right advice, and if you ever have any questions, we’re always at the end of the phone or e-mail.