Global Wealth Management was established in 2009, when I accepted an invitation to join St. James's Place. Prior to this, the Practice was operating as an IFA for 8 years.

I provide holistic financial advice although my key areas of expertise are Investment Advice, Retirement Planning, Inheritance Tax Planning & Finance Solutions.

My clients include business owners, directors, senior management and professionals. All have individual and specific requirements and therefore the service I provide is bespoke to each client’s individual objectives and aspirations.

I pride myself on providing my clients with a first class, professional service always with honesty and integrity being at the forefront of this whilst looking to build and maintain long term relationships.

With the benefit of regular reviews and updates I can ensure that clients are always in touch with their personal financial status and able to check if their investments are working as hard as they should be.

My office is based at Newcastle upon Tyne Quayside, however many of my appointments are at the workplace or homes of my clients. Let us know what you prefer – it is my aim to fit in with what best suits you.

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.