I have been giving financial advice for over 12 years. I offer advice to individuals, businesses, attorneys and trustees in most areas of the financial spectrum. Having accepted an invitation to join St. James’s Place I am now able to focus on offering an expert, quality service with honesty and integrity to my clients in Weston Super Mare and surrounding areas.
I offer to all potential new clients a no obligation initial consultation. This allows me to get to know you and for me to fully understand your requirements without you feeling pressured. I fully understand that this initial meeting may not result in you requiring immediate advice. However, if this is the case, I am confident that you will value the experience and that you will consider me when the time is right.
I always offer my clients a full financial review meaning that the advice I give considers every aspect of your financial circumstances. However, I can focus my advice to specific areas at your request.
My aim is to establish long term relationships with my clients, so that I can continue to review your plans and adapt them to meet your changing circumstances. However, I am also happy to undertake ‘transactional’ advice in situations where no on-going service is necessary or required.