As an Associate Partner, I am very passionate in building a trusted long-term relationships with my private clients by delivering a tailored, personal service founded on the fundamentals of financial planning. I place great emphasis on helping my clients construct solid financial foundations and through regular reviews, reposition portfolios as markets or personal circumstances change. Tax-efficient strategies are one of the many focus areas in my wealth planning process, particularly for clients with links to the UK, Europe and/or Australia.
Having graduated with a BSc in Economics with a major in Finance, I have vast international experience with 10 years spent in the Netherlands, Poland and inclusive of the last 9 years in Singapore, before which, the UK was home. Alongside work, I am an active committee member of the St. James's Place Charitable Foundation, supporting local charities including Boys’ Town Singapore and Club Rainbow.
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The Heritage Partnership (THP) brings together financial planning experts that take great care in building you a lasting legacy. As a Senior Partner Practice of St. James’s Place (Singapore) Private Limited, we provide a comprehensive range of financial services that enable us to connect your situation today with your goals for tomorrow.
St. James’s Place (Singapore) Private Limited is regulated by the Monetary Authority of Singapore and is a member of the Investment Management Association of Singapore and Association of Financial Advisers (Singapore). Company Registration No. 200406398R. Capital Markets Services Licence No. CMS100851. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.