Notwithstanding market fluctuations and the challenge we all face in today’s economic climate, my approach is to carefully consider every aspect of your financial affairs and to design a bespoke blueprint of options that combine to achieve your ultimate financial vision.
As Principal of WMC Wealth Management and a Senior Partner Practice of St. James's Place Wealth Management which has funds under management amounting to , I specialise particularly in:-
- Building and preserving capital
- Gaining financial protection against losses
- Reducing inheritance tax liabilities
- Portfolio reviews
My focus is upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence.
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.