I have been working in the financial services industry for over 35 years and have the knowledge and experience that you need to be confident that you are in safe hands.
My expertise covers the broad spectrum of financial planning and will help you and your business to:
- Grow wealth, specifically through our distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. As such I regularly provide access to a range of newsletters for my clients, including a weekly Market Bulletin and quarterly magazine, The Investor.
Born in Mid Wales to Welsh Italian parents I speak fluent Welsh and reasonable Italian. Before joining the financial services Industry I backpacked around the world for 3 years.
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.