I offer you the chance to find out the real TRUTH about money.
It’s not about which provider is best or which product or fund is best it’s about YOU.
It’s about Financial Independence, Financial freedom and clarity and peace of mind.
I will work with you to find out what you want out of life and what your desired lifestyle looks like, both now and in the future. Together we will identify your goals, achievements and objectives. It might be to achieve financial independence, clarity or peace of mind.
Our first meeting will be all about getting to know you and for you to get to know me, to see if what I offer can add value to you; the Lifestyle Planning meeting.
The next stage is to put together all your financial information and build a financial plan using cash flow modelling software we will then meet again to discuss where you are now and how the future looks. Between us we formulate a financial plan that is yours, the Financial Planning meeting.
Should you need any financial products then I can as an Independent Financial Adviser help you with sourcing the most appropriate products and providers; the Financial Advice process.
All good plans need reviewing as personal circumstances can change so we will have annual forward planning meetings to ensure that your plan remains on track to achieve your desired lifestyle.
This site is aimed at UK Residents only