Your steps to a brighter future

Get in touch to arrange a no-obligation chat 

An open and honest no obligation conversation about your financial goals and how I can help. 

I’ll talk you through my services, listen to your thoughts about your circumstances, financial goals and aspirations. 

Together we can explore the opportunities, and you can take time to decide if it’s the kind of service you are looking for.

These relaxed, no-pressure meetings usually take place over the phone or online — with no cost or commitment until you are ready to move forward.

Get in touch for a friendly chat today 

I offer regulated advice for clients with clear goals such as retirement, care planning, or long-term savings, overseen by the Financial Conduct Authority (FCA) including;

Practical support to help organise and manage your financial affairs, with optional regular check-ins. *This service is not FCA-regulated.

If your needs don’t fit within our core packages, I can offer one-off support on an hourly basis. The scope of work and achievable outcomes will be agreed at the outset.

Preliminary Meeting options

If you decide to proceed, we will meet either face-to-face or over Teams to discuss your financial situation in more detail. 

This is invaluable as it allows me to understand your circumstances and objectives and for you to ask any questions.

During this meeting, we will complete a Fact Find, and if you are investing, establish your risk appetite.

Your personalised financial plan will be created from the information collated at this meeting.

Financial Planning options  

Every plan is personal and bespoke to the individual. Your comprehensive plan will include details of your finances and recommendations for the future. 

Clients find this a helpful guide and record of their financial situation.

You may decide to implement the plan yourself or proceed to the next step of a managed service. 

Implementing Recommendations

I can manage the implementation of any financial recommendations, providing regular updates and answering any questions you may have.

Once the implementation is complete, you can decide how you wish to proceed and manage this yourself, or further instruct me to manage your financial plan on your behalf.

Ongoing Service

I would highly recommend an ongoing service if you own a portfolio of investments. My existing clients use this service to reassure them of continuing access to financial advice and that their investments are in safe hands.