Trust is key at Bybrook Wealth Mangement. I help you make the right decision and let you take the time you need, to feel comfortable before going ahead with anything. My clients are often busy professionals and business owners; they recognise the need for financial planning and understand the need for a trusted Adviser. My specialist services include:

• Protecting your family and loved ones
• Investment planning & management
• Retirement planning
• Transitioning smoothly out of your business*
• Estate / Inheritance Tax planning
• Helping you reach your fianncial goals

*Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.