Many of my client meetings take place due to difficult or stressful life events. This could be due to bereavement or deciding to enter a care home due to ill health. I pride myself on handling what can be difficult and emotional situations with care and empathy. I take time to understand all of the relevant facts whether emotional, personal or financial. This ensures that my advice is well considered, specific and relevant.
If there is one certainty it is change and a regular reappraisal of any financial plan is essential. All of my clients benefit from regular updates relating to their financial goals and legislative changes which could impact on their financial position.
I firmly believe that successful Wealth Management should have people and their goals and aspirations at its core and my relationship with St. James’s Place has enabled me to devote more time to building excellent relationships with my clients.