Who do I work with?
I work with a wide variety of people and families, all of whom are connected by a common thread of wanting to take control of their financial lives by reaching financial independence. Whether that be a young family wanting to protect and build their financial future, those approaching retirement and even those in the later stages of their life needing care.
It is sometimes all too easy to get lost in the technical nature of finance, whether it be minimising tax, getting the best investment return or just understanding what a pension actually is! I work with my clients to take things back to basics, focusing on what is important in their lives and using that as the guiding compass for creating a financial strategy with the sole aim of helping them achieve the things that mean the most to them.
My relationships involve an element of education and collaboration, as I believe my clients should have the tools available to make informed decisions for themselves. However, where clients are happy to delegate so they can focus on more important aspects of their lives, we can ensure that everything is managed according to plan so they remain on the right path.
• Fellow of Personal Finance Society (FPFS)