Why should you choose me as your Adviser.

Independent, Unbiased Advice

That means I'm not restricted in the products and providers I can recommend; I can access the whole of the market.

Your first & main point of contact

You won't just be another account number or cog in the machine. I'll be your first point of contact.

I understand that with money, comes emotion

It means you can live freely, confidently and securely when working with an Adviser who understands you, who you can trust.  And I want all those things for my clients.

Based locally in Worcester

The majority of my clients like to be able to meet with me over a cuppa at my office or at their homes. Being able to meet face to face only strengthens my client relationships.

Fair value, exceptional service

This one’s really important to me. My clients know they can build a trusting relationship with me and that as they journey through life, whatever they face, they can rely on me to be there.

A focus on personal relationships

As an Adviser for Westminster Wealth, I'm able to leverage their exceptional team and knowledge base, whilst maintaining personal relationships with my clients.

VouchedFor is the UK’s leading customer review site for financial planners, mortgage advisers, solicitors and accountants. 

Click on the VouchedFor badge and read what our clients say about our service.

He helped me to start an investment fund suited to my long term goals and acceptance of risk Also helped recommend income & illness protection

5/5
by a verified client in Kent

Broken everything down and made suggestions on how to distribute and invest money

5/5
by a verified client in London

Not much to improve. Very easy going bloke, knows what he’s doing. That’s what I’m paying for.

5/5
by a verified client in London

Your journey

This is the first meeting, focused on getting to know each other. It’s about understanding your initial needs and expectations, and explaining how I can help.

This stage involves gathering comprehensive information about your financial situation, including your assets, liabilities, income, expenses, and future goals. This is where your current “blueprint” is created.

Based on the gathered information, we’ll conduct in-depth research and analysis to develop a tailored financial plan. This includes identifying suitable investment options and strategies to achieve your objectives.

During this meeting, I’ll presents the proposed financial plan, explaining the recommended strategies and solutions in clear, understandable terms. This is where you’ll sees the results of the research and analysis.

Implementation

This stage involves implementing the agreed-upon financial plan. I’ll work with relevant providers to set up accounts, transfer funds, and execute the recommended changes.

I’ll monitor the performance of your investments, provide regular updates, and conducts periodic reviews to ensure your plan remains aligned with your evolving needs and goals.

Book a meeting

The first step to financial planning is always the biggest leap. 


If you’d like to find out more book in a free, no obligatory call to discuss how I can help.

Book now