Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Advice for Women
I know how difficult it is to juggle your family and home life, your career and your finances. I can work alongside you to give you the confidence to make sense of your financial life and become financially secure.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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City professionals
Expert advice for City professionals across a range of financial planning matters is available.
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Financial wellbeing specialist
We all know that looking after your health is important. Financial wellbeing is no different, and specialist advice can help you towards your goals.
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Education professionals
Whether you’re a school teacher, a university lecturer or involved in any other aspect of education, we can work together to create your financial plan.
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Copyright St. James's Place © 2026