As a Partner Practice of St. James's Place covering South Wales and the surrounding area, my emphasis is on maintaining a long-term relationship with my clients in order to provide them with a source of trusted advice as their financial needs evolve over the years.

Working with private clients, business owners, accountants, solicitors and trustees, I specialise in:

• Retirement planning
• Preserving and building wealth
• Protecting your family and loved ones
• Estate/inheritance tax planning
• Investment planning
• Mortgages and equity release*

Your home may be repossessed if you do not keep up repayments on your mortgage.

* This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.