I help people who are...
Planning for Retirement
Retirement can be a wonderful period of your life. Your 9-5 days are behind you and your time is your own. But to get the most out of your retirement you need to plan ahead and answer some big questions.
I’m here to help you do both of those things, so you can live a long, happy and fulfilling retirement with the peace of mind that your finances are in safe hands.
Saving through Investing
Investing money over the long term will help you to achieve your financial goals and objectives, while also providing a real return above inflation.
However, your investments need to be aligned with your objectives and attitude to risk, while it’s vital you have a trusted partner to provide reassurance during inevitable periods of stock market volatility.
Protecting their loved ones
Whether you’re a first time buyer, starting or have a a family, or a business owner – I’ll help you understand the risks that you’re exposed to and then recommend the right protection policies.
Planning their estate
As you get older, it’s only natural that you will start planning for the future and a time when you’re no longer around. That means you have many things to consider and big decisions to make.
I’ll help you understand what you want to happen on your death and make sure your objectives are achieved as tax-efficiently as possible.
Business Owners
Starting, building and running a business can be incredibly rewarding. Then selling it can deliver long-term financial security while opening up the next exciting chapter in your life.
It can also be challenging, which means it’s vital to have trusted partners on the journey with you.
That’s where I come in.
Professionals
I love my working relationships with like-minded professionals who prioritise their clients’ needs and focus on adding real value to the working relationship.
If you’re a Solicitor, Accountant or Estate Agent looking to serve your clients needs, I can help.
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.