Top 5 Business Activities
1. Investment Planning
2. Retirement & Pension Planning
3. Trust* & Estate Planning
4. Protecting You & Your Estate Against Risk
5. Tax Planning *Trusts are not regulated
by the Financial Conduct Authority.
As a Financial Adviser and Associate Partner of St. James’s Place, my aim is to help people manage their personal finances, now and on an ongoing basis, by providing financial and wealth management advice. My advice is tailored to meet your individual personal and business goals.
In BNI ®, your network is one of your greatest assets. Our networks are spread out in over 64 countries worldwide, so there are plenty of options when looking to visit one of our 7,300+ chapters.
To find out more about our meetings please contact us.