I work with Baby Boomers or the Silent Generation who need to know that they will not outlive their money. I listen to their concerns and show them how to organise their finances so they can live the life they want in confidence.
Clients often come to me as a result of a Divorce or Bereavement, Inheritance or Retirement;
Needing someone to ‘hold their hand’ and provide the comfort of knowing that they can cope with what life throws at them and the financial burden is shared..
I recognise that everyone is an Individual and spend time finding out what the key concerns are and the issues we need to deal with so that you can have peace of mind.
Of course stuff happens and things change – so it is important to form a relationship and have regular reviews to keep the plans on track to reach your objectives in a simple and understandable way, with the least amount of risk.
- Is simply to provide effective Financial Planning solutions for all my clients with clarity and value.
- To advise and guide you, to ensure you are sufficiently financially organised to create as much wealth and security as possible for yourself, your family and your business.
- To identify your financial objectives with you, and provide the continuing support and guidance you need to create and maintain your financial independence both now and in the future.
You are at the heart of my business. I will listen to you, work with you and take full account of your issues and requirements to help you achieve your objectives.
My advice and recommendations will be made in a clear and straightforward manner, so you understand the proposed solutions with the minimum of fuss.