Based in Cardiff, South Wales, I provide a fully bespoke wealth management service to clients in Wales and the South West, creating individual plans that help people achieve their financial aims and objectives.
Prior to joining the financial services industry I spent 10 years as a Professional Rugby Player for Exeter Chiefs, Bristol & Dragons Rugby. Since retiring in 2018 I have established a business that has clients who are current professional athletes, medical professionals, business owners and numerous other backgrounds.
I take a lot of pride in the relationships I have with my clients, and I believe this creates a trusting and professional environment.
We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.
The right investments can offer real opportunities to potentially grow your wealth and help to protect it against inflation.
Whether you need to set up or review existing retirement planning strategies, for you or your employees, we can help you make the most of your retirement opportunities.
Helping to meet the insurance and protection needs of our clients.
We understand that running a successful business can take priority over the time spent on planning the financial security of you and your employees.
Successful financial planning is not all about pensions and investment. It is just as important to consider how we manage our cash holdings and mortgage debts.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
St. James’s Place guarantees the suitability of the advice given by the members of the St. James’s Place Partnership when recommending any of the wealth management products and services from companies in the group, more details of which are set out on the Group’s website at website.co.uk