As a trusted Chartered financial adviser, Wirral, I’m here to help in any of these scenarios, and more.

• You have a raft of paperwork but no clue what it means for your finances
• You want to be able to retire without counting every penny when you do
• You want your family to be financially secure when you're no longer around
• You need a plan to get on the housing ladder or put your children through university
• You want to start a business but don't want to gamble everything financially

It's a myth that you need a certain amount of money to benefit from financial advice.

Whatever your circumstances, profession and income, I can help you understand your finances and achieve your goals.

And I'm here for every life stage and event, whether you're starting your career, on the path to retirement, getting a divorce, or planning to leave an inheritance.

The right experience: I have worked in financial services for 20+ years and am experienced in investing money – something not all financial advisers can claim.

The right support: I'll be in touch regularly to ensure you're on track and your goals still reflect your circumstances – some financial planners may only check in with you every two years!

The right products: I have access to St James's Place's vast global portfolio of products and services to find the right one for you.

Whether you're looking for guidance in a single area or support through a more complex financial planning process, I can tailor my services to suit you. I can be your pension financial adviser or overall personal financial adviser.

Talk to me about:

• Pension planning and Investment planning
• Life cover, income protection, critical illness and health insurance
• Tax and inheritance planning
• Business protection

I support clients with their financial planning in Wirral, Merseyside, and across Cheshire, North Wales, Lancashire and beyond. I look forward to helping you.

Get in touch today for a no-obligation consultation. 

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.