I have over 15 years’ experience working with clients and developing cutting edge bespoke solutions to enhance financial wellbeing. I build long-term relationships with my clients to deliver the best outcomes and help them achieve their financial goals. I advise private clients, trusts, charities, high net worth families and corporate entities on a comprehensive range of financial planning matters. I specialise in the provision of sophisticated analysis and risk management processes, tax-efficient onshore and offshore investment planning, as well as related trust and estate planning structures.
Trusts are not regulated by the Financial Conduct Authority.
To stay at the cutting edge of the industry I make professional development a priority and have the following qualifications:
I joined the St. James's Place Partnership in 2012 to provide my clients with a diverse range of products and high-quality approach to investment management. I can also provide access to selected law and accountancy firms who can advise you on a variety of subjects, including the writing of tax-efficient wills*, creating vehicles to enhance business relief, and advice in connection with non-UK-situs assets and non-domicile status.
Away from Work
I have recently switched City life for the countryside and bought a house in Beaconsfield. When I’m not at my desk you can find me walking my Beagle puppy, Lucky, or relaxing with friends and family. Sport is a huge passion for me – whether watching, playing or talking about it. I have a love-hate relationship with golf depending on how well I’m playing, enjoy a competitive game of tennis and could talk about rugby forever.
Paul and Geoff are exceptional at what they do. They provide a totally professional and highly efficient service, combined with outstanding relationship management which makes you look forward to your next meeting with them! I can highly recommend their expertise and service.
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The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.