wealth management consultant
Christine has worked in the Financial Services industry for over 15 years and gained extensive experience in the banking industry as well as the Adviser community.
Residing in the Christchurch area Christine strives to provide her south coast-based clients with a trusted long-term relationship through the generations. She specialises in effective tax planning and is passionate about mitigating inheritance tax issues for her clients and their families, whilst maintaining an awareness of all other financial requirements.
Christine works with clients on a number of other pressing issues which include retirement planning, investments, protection and Long Term Care Planning. Out of work, Christine enjoys an active lifestyle and when not spending time on the slopes she will be walking her pet Labrador along the Jurassic Coast.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.