Independent Financial Adviser
I like to think that I am a bit different compared to most other financial advisers. I like to help people achieve their life goals, whether that be retiring early, buying a new car or helping your kids through university. That is what is most important to me and to most of the people that I meet. Money is just a way to get there!
I originally got in to financial planning because of my Dad. From a young age I got to see how much of a difference you could make to people’s lives with some sound advice.
Good financial advice is the difference between a good life and a great one!
I like helping people on:
Pensions - I’m approaching retirement
Diploma in Financial Planning
My charging model:
Ongoing % fee