My career in Financial Services started in 1997 at Prudential, and in 2000 I became an Independent Financial Adviser. I founded Stilgoe Financial Management in partnership with St. James's Place Wealth Management in 2010.
This has enabled me to develop robust financial plans to help clients achieve their financial and lifestyle goals and offer a wide range of wealth management services of outstanding quality. This comes with the complete peace of mind, of the St. James's Place Wealth Management Guarantee.
The key areas of planning I personally deal with are:
- Financial Planning
- Taxation and *Trusts
- Investment Planning strategies
- Retirement Planning
- Inheritance Tax Planning
- Personal and Business Protection
Fundamentally, I see my approach as one of problem-solving for our clients, rather than product-selling. Every client is individual, with very specific needs and requirements, and so I tailor any recommendations appropriately to provide bespoke portfolio management solutions, working alongside clients' own Solicitors and/or Accountants where helpful or required.
The level of satisfaction may be judged by the fact that most new clients come to us as a result of personal recommendation by existing clients.
I hold a Diploma in Financial Planning and attended the University of West of England having studied Business Decision Analysis. I am committed to ensuring that my industry knowledge remains relevant by continuing to focus on my personal development.
Outside of the business, I am a keen golfer and enjoy travelling. I also hold season tickets at Coventry City FC.