WHO WE ARE

A wealth of experience gained whilst working in the financial services industry.

I deliver holistic  impartial financial recommendations that are consistent with your goals and aspirations. You can be rest assured in the knowledge that professional advice is on hand.

I take great pride in providing clear advice with the aim of preserving your wealth, improving your retirement prospects and enhancing your current financial arrangements, wherever possible.

This begins with a preliminary fact finding meeting in the comfort of your home. This is geared towards assessing your likes and dislikes. A general over regarding your goals both short and long term, attitude to risk and risk tolerance is also gathered. After the necessary preliminary information has been gathered, it’s on to the next phase.

The secondary stage incorporates the strategy recommendations. This involves analysing all of the data gathered in the preliminary meeting stage. It is used to formulate an inclusive and objective blue print recommendation taking everything into account from the first stage.

The final phase of the holistic financial planning process involves an ongoing, periodic portfolio value assessment. This ensures advice is consist with your needs.

Talk to the expert about the best way forward for you.

You can contact us for an initial discussion, with no obligation.