With over 25 years in client facing business, I have a strong focus on building Ziegler Financial solely on personal introductions and from long-standing professional relationships.
I am an Associate Partner Practice here at St. James's Place Wealth Management and my expertise cover the broad spectrum of financial planning and will help you and/or your business to:
- Grow wealth, specifically through our distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
Ensuring that you, your family and your business have a secure financial plan in place to meet your needs now and achieve aspirations in the future is one of the most important steps you will ever take.
Due to ever changing circumstances, I feel that it is essential to write bespoke financial plans for clients to help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.
I therefore work closely with each of my clients, building a relationship based on trust and an in-depth understanding of your personal finances. This ensures that I am able to provide you with the advice that is needed, when it is needed.
In doing so, I seek to minimise your exposure to taxation, preserve and build your wealth and plan for future generations by prudent investment management, financial planning and active consultation. I always put the interests of my clients first and initial consultations or meetings are entirely without obligation.
Furthermore, St. James's Place Wealth Management guarantees the suitability of the advice given by me when recommending any of the wealth management products and services available from companies in the group. This quite simply gives you reassurance and peace of mind when planning your financial future.
My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
There comes a point in most of our lives when it makes sense to take stock and make some strategic decisions. If you’re unsure how to get started, manage the wealth that you have, accommodate unexpected life changes, or you just need someone to explain everything in a way that makes sense, I would love to speak with you.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.