Based in Newry, I provide wealth management advice to clients both locally and nationally.
I have been working in the financial services industry for over 9 years and have the knowledge and experience that you need to be confident that you are in safe hands.
My expertise covers the broad spectrum of financial planning and will help you and your business to:
- Grow wealth, specifically through the St. James's Place distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.
At the heart of my service is a belief in effective communication to ensure that clients are kept informed of issues that may affect their financial well-being. I can now offer a service exclusively for all of my clients whereby they can receive a range of newsletters either by email or hard copy. If you would like to register for this service please feel free to get in touch.
Outside of my business, I am very involved in the Newry & Mourne Swimming and Water Polo Club both in a coaching role and as an active member of the committee. As a committee member for the Newry Credit Union I also know and understand the financial issues that local people face in their lives.
The value of an investment with St. James's Place wil 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.