“Providing friendly and approachable financial advice for all”
I have many years’ experience in financial services, with a background in stockbroking and Information Technology. I know that technology can be very daunting, but it needn’t be so and I offer my clients a personalised portal to view all your finances in one place, which can give financial peace of mind any time, any place and anywhere.
However, this is as well as, not instead of a human conversation, which is the basis of a service that is accessible and affordable to everyone.
Research shows feeling in control of your finances can improve your overall wellbeing, and my financial MOT provides a thorough analysis of your financial situation and gives you a plan to achieve your financial goals. Feedback is accompanied by a written report and for those that choose it, access to their own personalised portal.
Whether it’s a small financial matter or a complete financial plan, all clients are offered a free initial meeting to establish your current situation, your hopes, goals and priorities. I can offer advice on investments, pensions, savings and protection as well as assistance with inheritance tax planning, Powers of Attorney, deceased estates and Will writing.
Please do not hesitate to contact me for friendly, approachable and affordable financial advice.