I am focussed on empowering clients to achieve their goals, whatever they may be. I want to make people feel at ease, some are terrified to approach a financial adviser, so I like to take things at each individual’s pace. I encourage clients to think about their aspirations rather than focusing on numbers, the numbers is my job.
I am committed to looking at the 'big picture' so that decisions we make together about your finances complement each other.
When I'm not busy helping my clients, I'm enjoying being a mum of 2 amazing daughters, reading good books (all recommendations welcome!) and baking delicious treats (mainly enjoyed by my wife, Tarnia).
Watch Annabel's workshop on Building Your Confidence With Money below
I like helping people on:
Being a Mum
Pensions – Getting started
Pensions - Approaching retirement
Diploma in Financial Planning
My charging model:
Ongoing % fee