I am known for taking a long-term approach to building relationships – as Warren Buffet said, “it takes years to build relationships and 5 minutes to lose them”. I pride myself on giving comprehensive advice and helping my clients achieve their financial goals – from helping them to buy a home, to provide for their children, to preserve their wealth for them and for their beneficiaries in a tax efficient manner.
I give financial planning advice and support to wealthy individuals and entrepreneurs at all stages of their businesses. As a representative of St. James's Place Wealth Management, I have the resources and expertise of one of the largest wealth management firms in the U.K. along with the ability to build my own business as a self employed person. This enables me to build genuinely long-term relationships with my clients.
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