Linda van Meurs
I have been working with clients to help them achieve financial freedom and turn their dreams and aspirations into financial reality for over a decade.
I love getting to know people, understanding their goals, translating their existing pension/investments statements (which are often confusing) and fitting the pieces of the jigsaw together to form a financial plan.
Using cashflow modelling software, I can help you visualize the future and its possibilities by modelling the outcome of various scenarios. This can give you clarity and confidence in the financial decisions you are making and help answer the some of life’s questions such as:
When can I retire?
How do my current and future finances look with my (proposed) divorce settlement?
How do I reduce my Inheritance tax liability without compromising my current lifestyle?
Will my loved ones be ok if I were to fall ill or pass prematurely?
Are my current investments / pensions working hard enough for me?
Outside of work, I like to spend time with family and friends, walk the dog, travel, camp (occasionally glamp), ski and run, though in reality I spend most of my time ferrying around and supporting my daughters at synchronised swimming, football, and Scouts.
I like helping people on:
Pensions - Approaching retirement
Diploma in Financial Planning
Registered Life Planner
My charging model:
Ongoing % fee
Fixed £ fee