My Approach
Doing things differently
I believe everyone’s financial and lifestyle objectives are unique to them. I also believe that you, not us, are best placed to make financial decisions affecting your family.
I do things differently as my holistic approach puts you and your goals before any financial products. I start with your ‘why?’ your goals and where you want to be.
I am here to guide you, empowering you to make informed and confident financial decisions that will help give you, your business and your family the best from life.
By enabling you to understand your financial objectives, I will:
- Support your business aspirations and identify what your drivers are
- Explore the reality of your goals
- Help you to look at the gap between what you have now vs what you need
- Analyse your spending vs savings, your ingoing vs outgoings
- Map a financial plan but also a life plan
- Optimise your tax, helping you to keep more of your earnings
Whether your goal is to ramp up your start-up business or create an exit strategy*, increase your wealth, or pay for your children’s schooling. Whatever your focus, I will work with you to help get you there.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.
