We believe that our business model gives our clients all the benefits of a small family run business where we get to know you personally and combine this with all the knowledge and expertise of a large award winning company like St. James's Place to manage your money for you. 

Chris and Kerri are both very experienced Advisers and are also Mother and Daughter, who have worked together for over 14 years. When giving Inheritance Tax planning advice, our passion is to provide the very best advice not only to you but your family as well. Unfortunately, death is not a choice and when your family has to administer your estate we will be there to help and guide them with the financial and tax planning aspects through a very difficult time and therefore provide you with the peace of mind of knowing that they will be looked after too. 

We provide a wealth of valuable up to date information, including our superior personalised E-Briefing email communication service, which keeps you informed on the issues that might impact your wealth. There is also regular market updates and opinions of the St. James's Place expert fund managers, see links below.

We hope you find this website useful. If you feel we could help you in these areas or someone you may know please feel free to contact us and/or pass our details on so we can have a no obligation chat. 

Please click on the links above on the ‘About Us’ tab for more information on us and our client’s testimonials. As we highly value our clients, we have an exclusive dedicated client area to explore further services and information.