I have been with St. James's Place for more than 20 years and was delighted to join the Reflect team in 2020, bringing my existing client bank with me. My role is to provide specialist Inheritance Tax and estate planning advice whenever required at Reflect. I also really enjoy acting as a mentor to some of the younger members of the team, having had many years’ experience in the industry. In my spare time I am a very keen fisherman.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances
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.