I've spent my entire career working with individuals and families who've built significant wealth and want to make certain it works as hard as they have. My clients range from business owners and company directors to senior executives and private individuals — people with complex financial lives who want an adviser who understands the full picture, not just the investment portfolio.
What I care most about is the relationship. Over 25 years, I've come to believe that the best financial advice isn't delivered at an annual review — it happens in the conversations in between, when something changes in your life or your business and you need someone who already knows your situation inside out.
I founded Silvertail Wealth to build something that reflects that belief — a Practice where the advice is Chartered, the approach is 360°, and the relationship is genuinely long-term. If you'd like to have a conversation about your financial position, I'd be very happy to talk.
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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.