Jeff began his career in financial services in 1989 at the TSB Trust Company. Over the years, he gained valuable experience working with renowned chartered accountancy practices and insurance companies as an Independent Financial Adviser (IFA). In 2014, Jeff joined St. James's Place, eager to assist clients in creating comprehensive financial plans and guiding them towards their goals. With a focus on regular ongoing planning meetings, he helps clients stay on track and achieve lasting financial success.

As a Financial Adviser, Jeff offers a wide range of services tailored to meet the unique needs of his clients. These services include:

• Retirement planning: Helping clients plan for a comfortable and secure retirement.
• Investment management: Providing expert guidance on investment planning to grow wealth.
• Protection planning: Ensuring clients are adequately protected against unforeseen events such as illness, disability, or death.
• Estate planning: Assisting clients in planning for the transfer of their assets to future generations.
• Tax planning: Optimising clients' tax positions to minimise their tax liability.

With over 30 years of experience in the financial services industry, Jeff has a proven track record of helping clients achieve their financial goals. Some of the reasons why clients choose Jeff as their financial adviser include:

• Expertise and knowledge: Jeff's extensive experience and qualifications ensure that he has the expertise to provide sound financial advice.
• Personalised service: Jeff is committed to providing personalised service to each of his clients, taking the time to understand their individual needs and goals.
• Trust and integrity: Jeff has built a reputation for trust and integrity in the financial services industry.
• Results-oriented approach: Jeff is focused on helping clients achieve tangible results, whether it's growing their wealth, protecting their assets, or planning for a comfortable retirement.

By choosing Jeff as your Financial Adviser, you can be confident that you are working with a professional who is dedicated to helping you achieve your financial goals.

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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.