Trust and integrity are everything – they're at the heart of my business and why I have many long-standing clients. They see me as their trusted financial advisor.

Talking about your finances is highly personal, so feel free to ask me as many questions as you need and take the time to get to know me before you decide whether I’m  the right financial planner for you.

Defining your goals and drawing up a proposal is part of my no-obligation consultation. Charges will only apply once we have set up your personal financial plan, and I'll always be upfront about what they are.

I'll take you through the entire process one step at a time, ensuring you understand what we have discussed and what we both need to do next. 

I'm never on the clock, and I'll check in regularly with you to ensure you're on track and that your goals always reflect your current circumstances.

I work using a 4 Step Plan for each of my clients:

Step 1: Defining your goals

Information gathering is  the most important step. I seek to understand your objectives and the importance of each one. For some clients having sufficient money for their retirement is their main goal; others would like to save for a special occasion or ensure the family is financially secure if anything happens to them.

Step 2: Proposal

Once I have gathered all the details from you and external providers,  you will get a written proposal on how to best to achieve those goals.

Step 3: Personal financial plan

The personal financial plan starts with implementing the agreed proposal.

Step 4: Regular catch-ups

Once everything is in place, regular meetings are as important as the initial discussion. They’re to check if we’re still on track to reach your goals or need to change the plan.

Get in touch today for a no-obligation consultation.