Independent Financial Planner
As a Financial Planner, my goal is to help individuals and businesses make the most of their finances, putting a clear plan in place so clients can enjoy the things in life that really matter.
My job is to offer peace of mind by reducing any financial worry and keeping those on track towards achieving their goals.
I love meeting such a wide range of interesting people, whether it is retiree, a business owner or a charity, no day is the same and I love hearing people’s life stories. To then be part of their story helping them plan and take their next steps is such a great privilege.
I like helping people on:
Advice to business owners
Pensions – Getting started
Pensions - Approaching retirement
Diploma in Financial Planning
My charging model:
Ongoing % fee