As a Partner Practice of St. James’s Place Wealth Management covering in the main Abergavenny and the surrounding area, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Working with private clients, business owners and trustees, I specialise in;
- Preserving and building your wealth
- Protecting your family and loved ones
- Estate/Inheritance tax planning – Planning tax efficiency for your family’s future
- Investment Planning
- Advice leading up to a business sale and at the point of selling a business
- Retirement planning advice – When and how can you achieve financial freedom?
- At retirement advice – Implementing the best solutions to meet your objectives