I provide help, guidance and advice about financial planning, which leads to peace of mind for my clients.
I have worked in the financial services industry for 25 years. My approach to financial planning is to understand where my clients are currently, in both their personal and work/business life, and then find out where they want to get to and then help them to reach where they are going.
To do this I establish, with the client, what they have regarding their investments, life covers, critical illness, income protection and retirement plan. Equally importantly, I establish what they haven’t got and what they may need to help them get to where they are heading.
I find many clients have not reviewed what financial options they have as they do not know who to approach for advice. Building an ongoing business relationship, which ensures a continuous review of plans and policies, is a key focus for me. This enables me to help clients adapt their financial circumstances as changes occur.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Phone: 07855 804916