When providing financial advice, it is important to understand that the needs of individuals and businesses require different approaches. Long-term financial ambitions, aspirations and attitude to risk vary, and these will change over time. My service is based on the highest possible professional standards and recognises that each client is unique. On that basis, I construct a bespoke service aimed and tailored to my clients' own financial needs and future planning.

I have a genuine passion to help clients understand their financial positions and help them by providing solutions in a simple and straightforward manner.

Holistic Financial Planning can:

• Help to increase the value of your savings and investments in a tax efficient manner
• Protect you and your dependants against financial losses from unforeseen circumstances
• Ensure that your beneficiaries receive the maximum amount possible after any potential tax liability.

By clicking this link, you can leave a Google review of the service you have received and also read the reviews of other clients experiences, Google reviews are independently verified and monitored by Google.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected, and the value can therefore go down as well as up. You may get back less than the amount invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are dependent upon individual circumstances.