Eastern-edit.png
  • Home
  • About me
  • About SJP
  • News
  • Advice and services
  • Specialist advice
  • Contact
  • My Profile
  • Who we are
  • Testimonials
  • Cashflow Modelling
  • Charity Support
  • Investment Management Approach
  • Awards
  • St. James's Place Charitable Foundation
  • Insights
  • Investment planning
  • Retirement planning
  • Protection planning
  • Corporate services
  • Mortgages and specialist banking
  • Exploring intergenerational wealth management
  • Other services
  • Calculators
  • Advice in retirement
  • Business owners
  • Professional Partnerships
  • Senior corporate executives
  • Company directors
  • Private clients
  • Home
  • Specialist advice

Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
Read more
Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
Read more
Professional partnerships
I will help you find financial clarity to fulfil your ambitions for now and into retirement.
Read more
Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, I can help with this.
Read more
Company directors
I excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.
Read more
Private clients
I specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.
Read more
St. James's Place logo
Copyright St. James's Place © 2025
Quick links
  • Home
  • About me
  • About SJP
  • Advice and services
  • Specialist advice
  • Contact
Get in touch
  • Contact me
  • Privacy policy
  • Site disclaimer
  • Terms and conditions
  • Accessibility
Copyright St. James's Place © 2025