Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Education professionals
Whether you’re a school teacher, a university lecturer or involved in any other aspect of education, we can work together to create your financial plan.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Financial wellbeing specialist
As a financial wellbeing specialist, I deliver education sessions to help people build their financial confidence.
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Company directors
The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.
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Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Copyright St. James's Place © 2026