Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Senior corporate executives
As a busy Senior Corporate Executive, you may struggle to find the time to manage your personal finances, I can help with this.
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Company directors
I excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.
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Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Professional partnerships
I will help you find financial clarity to fulfil your ambitions for now and into retirement.
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Advice in retirement
Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.
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Andy Barrett
Andy Barrett
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Copyright St. James's Place © 2026