As a dedicated Financial Adviser, I am committed to helping individuals and businesses achieve their financial goals.
With a comprehensive range of wealth management services, I specialise in crafting personalised financial plans, building long-term client relationships, and maximising potential returns. Drawing on my expertise, I work closely with clients to understand their unique financial situations and objectives, offering tailored advice to minimise tax liabilities and enhance investment opportunities. My approach is rooted in a deep commitment to providing high-quality, face-to-face advice and fostering trusted, enduring relationships.
As part of PFPS Wealth Management, a Senior Partner Practice of St. James's Place, I have the support and resources of one of the UK's leading wealth management groups. This affiliation allows me to offer clients the benefits of a distinctive investment management approach. My services encompass individual and corporate protection, savings and investment planning, retirement planning, and inheritance tax planning, helping ensure comprehensive financial support for every stage of life.
Whether you're an individual, business owner, or corporate executive, I am here to guide you towards a secure and prosperous financial future.
I am passionate about living life to the fullest, and my personal interests reflect this commitment. I have a deep love for motorsports, finding excitement and inspiration in the speed and precision of the sport. Golf is another passion of mine, and I regularly play at Upton Chester, enjoying the challenge and camaraderie the game offers. Fluent in Italian, I embrace the beauty of the language and the rich cultural experiences it brings.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.