Paul
I am an experienced financial planning professional having spent 10 years at the UK’s largest bank as both a Mortgage Adviser and Financial Adviser. I believe strongly in developing deep, long lasting relationships with clients through excellent customer service and prudent, sustainable financial planning.
I have excellent knowledge and understanding of pensions and specialise in retirement planning. I can also advise clients in a variety of other areas including investment planning, inheritance tax, mortgages, and financial protection.
Outside of work I am a big sports fan and enjoy spending time with my family.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. 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 on individual circumstances.
