I’ve worked in wealth management for over 20 years, from Lloyds and Natwest Private Banking to St. James's Place Management. As a wealth management consultant, I believe wholeheartedly in offering face-to-face personal financial advice to truly understand someone’s hopes and aspirations, while working alongside them to guide and manage their assets and finances.
Helping to manage family assets and supporting business owners are our core businesses.
I work with our clients helping them to get the maximum benefit both today and in the medium and long term from their accumulated funds. That may also mean later life planning, passing wealth to the next generation, or dealing with unexpected life events such as a growing family or even going through a divorce. I will make sure that any decisions we make together are aligned with your own appetite for risk and are as tax efficient as possible.
Supporting business owners
I also specialise in advising business owners in the increasingly complex area of corporate and personal financial planning. I’ve built up a thorough understanding of today’s key concerns and challenges facing business owners. I work with my clients to address business issues and often identify the opportunities that maybe overlooked, such as cross share agreements, key man insurance, retirement planning and how to extract funds from the business in the most tax efficient manner, especially on disposal of a business.
Most of our clients come to us via recommendations either within a family or from friends and business associates.
I’ve lived in the South West for most of my life and just love it. I’m also a huge unashamed Exeter Chiefs fan along with the rest of my family.
Following indifferent experiences with our previous Financial Adviser, some 18 months ago a good friend introduced us to Rodney Spiller of Rodney Spiller Wealth Management Ltd. With a professional but friendly approach, he listened carefully to our requirements and, arising from this he subsequentl...
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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.