I’m a financial planner

Financial planning is about much more than simply offering you a product that will help you grow your money. It’s about helping you understand what it is you want to get out of life, and putting you on the road to achieving it.

I’ll create a comprehensive financial plan that will detail where you are now, and map out how to get to where you want to be. It will take into account all of your current financial arrangements, and clearly assess what changes can be made to ensure you meet your life goals.

Client journey

What I do

I offer a trusted, open and reliable relationship with all of my clients - it’s at the heart of what I do. I’ll always provide clear information with no complicated jargon, and be available to answer any queries you have.

I also look at all areas of my business on a regular basis, to ensure I’m giving my customers a fair and relevant level of service at all times.

What I don’t do

I’ll never do any work without your agreement first. Everything I do is designed to be in your best interests, so it will never involve anything you haven’t completely bought into, nor anything I wouldn’t advise myself.

While I don’t do mortgages or Final Salary/Defined Benefit transfers, I do have excellent connections to whom I’ll be happy to refer you.

Fancy a chat?