My business is about providing ideas and the tools to help build personal wealth. I am associated to the St. James Place Group who guarantee my advice. I am self employed and my main goal is to build a long term relationship with my clients. This involves developing a relationship based on trust and to do this we will work on the circumstances specific to your needs - we will tailor a solution - then we will revisit it regularly to ensure its on track.
My relationship with St. James Place enables my clients to benefit from a FTSE 100 brand with a enviable reputation in investment performance and client retention. As qualified accountant it is important to me that what I offer my clients is of exceptional quality.
Specifically I focus on individuals who own there own busineses. This is becuase I have had my own business for most of my career and can relate to the issues business owners face.
Typical questions business owners ask are: