I offer face to face meetings with my clients to suit their individual circumstances. I pride myself on providing reliable and personal advice. My clients are the heart of my business and I believe in treating my customers the way I would wish to be treated.
The 'real truth about money' is something I am passionate about! I have found that most of my clients need to know-'how much is enough' this helps them identify,achieve and enjoy their desired lifestyle which equals financial independence, so that work becomes a choice rather than a necessity. Its not about whether 'this fund;' or 'that fund', or that 'provider or this provider' is better which can be dull or extremely boring its about whether you have enough, too much, or not enough and then what you need to do to achieve financial independence.
Clients are looking for truthful and understandable answers to securing their financial future. Being able to tell and show a client that';Yes they have enough to retire now rather than later' is a great feeling not only for them but me as well.
My clients love the lifestyle planning approach - you might too!
I have been an Independent Financial Adviser for 17 years with over 21 years in Financial Services. I am based in Sittingbourne with offices in Park Road. I joined New Leaf Distribution Ltd a National Firm of Independent Advisers in 2014 to become part of a larger business which I felt would offer myself and my clients support in the everchanging world of Financial Services, our Head Office is based in Southend and Sittingbourne is their first branch office.
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