Prior to accepting an invitation to join St. James’s Place in 2016, I worked as a Financial Adviser in Spain since 2009, helping internationals invest their money tax efficiently.
I now specialise in helping officers and crew on Superyachts, who are UK Nationals, plan their finances and help them understand the financial benefits and planning strategies available to them, whatever port they may be based in.
Financial planning for crew on superyachts can be complex, often with questions over residency and tax rules. As a client, you will receive a personalised advisory service from our business, whilst having access to a distinctive investment management approach and the backing and re-assurance of investing with a FTSE 100 company.
The main areas I help crew with are:
· Investment Planning
· Retirement Planning
· Protection Planning
I am based in the UK but I regularly travel to international yachting venues.
The Partner 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 title ‘Partner’ are marketing terms used to describe St. James’s Place representatives
