The life you've built, the legacy you leave. Plan it wisely.
Financial planning for people 60+ with £1m+ of wealth who want security today and a lasting legacy for tomorrow.
Backed by a Chartered Financial Planner, specialist in wealth preservation and intergenerational planning.
Based in Newark, serving clients within 50 miles.
You've achieved so much. Now, let's protect it, enjoy it and pass it on - on your terms.
Protect your wealth
Provide for your loved ones
Enjoy your retirement
Plan for the unexpected
A trusted partner for life's most important decisions.
I work with individuals and families to create tailored financial plans that protect your wealth, support your lifestyle and secure your legacy for future generations.
From today's decisions to tomorrow's uncertainties, I bring clarity, strategy and reassurance.
Your life. Your legacy. Our plan.
How I help clients like you
Inheritance Tax Planning
Reduce your potential tax liability and keep more of your wealth within your family.
Intergenerational Wealth
Pass wealth to your children and grandchildren tax-efficiently and in a way that reflects your values.
Retirement Income Planning
Create a sustainable income strategy that gives you financial freedom and peace of mind.
Care Fees Planning
Plan ahead to protect your assets and ensure you have choices when it matters most.
Care fees planning may involve a referral to Karehero, a care navigator and matching service, whose services are separate and distinct to those offered by St. James's Place.
Let's start a conversation.
Book a no-obligation 30-minute discovery call to discuss your goals and how we can help.
