I am a Lifestyle Financial Planner and the Managing Director of Opa Wealth Management Ltd. Joining St. James’s Place Wealth Management in July 2018, I have more than 25 years of experience in the financial services profession. I specialise in retirement planning for individuals as well as working with business owners and helping develop their business exit strategies*.
I am committed to building long-term, highly trusted relationships with my clients. I endeavor to really understand individual needs and desires so that we can create plans to achieve both their immediate and long-term goals. I also pride myself on regular contact and communication with my clients including sitting down to review these plans on a regular basis.
I work closely with other professionals such as accountants, solicitors and other financial services specialists to ensure that my clients receive the best advice available. When required I work alongside clients’ other advisers, making the process simpler and more efficient.
As a result of my strong client focus, I build my business on personal introductions, both from my existing clients and from my professional connections. My clients regularly recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have received.
*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.