My principal focus is providing financial advice to help clients’ wealth grow.

I divide my time between servicing clients’ needs and providing educational talks to the public and professionals on financial planning. I have an in-depth knowledge of corporate pension funds as well as the armed forces to whom I regularly provide these talks. My principal focus is providing intergenerational financial advice to help clients’ wealth grow unfettered by unnecessary taxation or other burdens as well as specialist knowledge in pensions. I build long-standing personal relationships with high net worth individuals. To work with people closely and be invited into the inner workings of their lives and finances is a huge privilege and to know that the help I can give can make life-changing differences is something I take immense pride in.

The value of an investment with St. James's Place will 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.

"To know that the help I can give can make life changing differences is something I take immense pride in. "

Robert Brunt

Outside work

Away from work I like to remain active and enjoy both motor and water sports as well as playing football and golf, whenever my schedule allows.

What i'm passionate about

Financial Education Talks

I believe that financial literacy is one of the most important things someone can learn. Helping people through giving financial education talks enables me to empower them to take control of their finances. Understanding their finances puts them not only in a much stronger position but also provides peace of mind on one of life's most stressful topics.

Testimonials

Meet my Team

Victoria Taylor

Client Support Team Leader

victoria.taylor@sjpp.co.uk

Olivia Bell

Client Support Specialist

livvy.bell@sjpp.co.uk

Roman Farion

Client Support Specialist

roman.farion@sjpp.co.uk

Gemma O'Neill

Client Support Specialist

gemma.oneill@sjpp.co.uk

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