In today’s world, with rising interest rates, higher cost of living and complex economic outlook, access to the best advice is more vital than ever. The choice of products is often confusing, and on-line solutions do not remove the stress and strain from making the right decision. At Shawfield Wealth Management, we offer a personalised service tailored to your needs, to build a better and brighter future.
I know how essential it is to provide every one of my clients with a bespoke personal wealth management experience, so that I can deliver financial security to you, your family, and your business. At Shawfield Wealth Management, we are united like family, and we invite you to be part of our ever-growing community.
I studied law at Oxford University and have 20 years’ experience in the financial markets.
I started advising individuals in 2009, with the vision to help my clients, friends, and family to enhance their futures. I spent many years studying and researching the financial markets and achieved the Fellowship and SOLLA status which are the highest standards in the personal financial industry for qualifications.
I offer customised financial advice for individuals to deal with life’s most important wealth management events - capital events (such as selling a business), large inheritance, divorce, retirement, and intergenerational wealth transfer in a tax efficient manner.
I believe in relationship-led, proactive financial advice, and I pride myself on accurately and efficiently identifying client solutions. I will provide and support you with clear and simple advice and stand by you in times of need.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.