I have worked in the private wealth sector for over 25 years and in 1992 became a Founder Member of the J. Rothschild Partnership which subsequently became St. James's Place Wealth Management, of which I am a Principal Partner.

My offices are in Hamilton Place, Mayfair, from which I provide advice on a range of wealth management solutions, in liaison with a group of St. James's Place Partners. This involves the distinct St. James's Place investment approach to portfolio management, through the provision of sophisticated analysis and risk management processes, tax effective onshore and offshore investment wrappers, as well as related trust and estate planning structures. We also provide advice on pension arrangements, employee benefit packages, most types of insurances and property finance.

I provide access to selected law and accountancy firms on a variety of subjects, which by way of example include the writing of tax effective Wills*, creating vehicles to enhance Business Property Relief and advice in connection with non-UK situs assets and non-domicile status.

My practice also works closely with those underwriting in insurance markets, in association with specialist advisors, such as members’ agents, law and accountancy firms, who are in a position to provide added value in these highly technical areas.

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