Mortgage Brokers in Oxford

As a member of the St. James’s Place Partnership, I provide a wide range of wealth management services to both individuals and businesses and I want to get to know you! . A very experienced and professional financial adviser qualified to Diploma level, many of my clients have complex financial affairs. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. I offer a free, no obligation consultation to review your circumstances and decide what level of service or advice you might require. What’s really important to me is my relationship with you – my client. The better I get to know you, the more I understand your needs and aspirations. Then I can help you squeeze all the goodness out of your money to benefit your financial health like never before. St. James’s Place is one of the UK’s leading Wealth Management groups - voted Wealth Manager of the Year 2008 and 2009 by readers of the Investors Chronicle and Financial Times as well as being voted Wealth Manager of the Year 2007, 2008 and 2010 by readers of the Daily Telegraph. SpecialtiesMy services include: - Retirement planning - Onshore and offshore investments - Inheritance tax planning - Protection (life, critical illness, income protection) - Corporate planning, corporate pensions. - Employee benefits.

1999