I have been advising in the Financial Services Industry for 20 years, and was previously with a major High Street and Private Bank offering limited tied advice through their products. Due to my extensive knowledge and valuable experience I was invited to be a Partner Practice of St. James's Place which has been recognised as one of the top UK Wealth Management organisations. One of my key aims is to provide a highly professional, competent and personal approach to Financial Planning, wealth management and client services for both personal and business clients.
I have over 20 years of experience and specialise in dealing with individuals, private clients and corporate clients with investment planning, retirement Planning, tax, trust and estate planning and wealth preservation.
I believe my role is to pass on my knowledge and experience through helping and educating my clients in the world of finance relevant to their own specific situation. My help and assistance has enabled them to make more informed choices regarding their options which in turn has benefited many of them financially. I believe I have enlightened all my clients and have been able to give them information that in many instances they didn’t know and this is achieved by my personal investment planning and pension review service which is offered on a no obligation basis.
We offer an excellent wealth management service which will help you achieve your goals
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.
Members of the St. James's Place Partnership in the Dubai International Financial Centre (DIFC) represent St. James's Place (Middle East) Limited, which is regulated by the Dubai Financial Services Authority (DFSA) Firm Reference Number F003486 and is authorised to conduct the Financial Services of ‘Advising on Financial Products’ and ‘Arranging Deals in Investments’.
The ‘St. James's Place Partnership’ and the titles ‘Partner’, ‘Senior Partner’, ‘Principal Partner’, ‘Managing Partner’, and ‘Partner Practice’ are marketing terms used to describe the representatives of the St. James's Place Wealth Management Group Limited, including St. James's Place (Middle East) Limited.