Chartered Independent Financial Planner
I have 22 years’ experience as an Independent Financial Planner, with 8 working for the award-winning firm, True Bearing Chartered Financial Planners. I became a financial planner to help improve the lives of my clients and ensure that by working alongside them that they can achieve their goals and aspirations in life.
My main focus is on retirement and investment planning and all this entails. A favourite saying is ‘Plans are nothing: Planning is Everything’; and I believe that a good financial plan is a road map that shows exactly how the choices we make today will affect our future.
I help my clients put together all the pieces of their financial jigsaw in order to build a picture of where they are now.
From there I help them navigate the best route to where they want to be. I look to improve my client’s financial wellbeing by making sense of what they have got, where they want to get to and how best they can achieve it.
When I’m not working, I enjoy keeping fit, travel, reading, listening to podcasts and spending time with family and friends.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m getting started
Pensions – I’m retired
Saving for school fees
Chartered Financial Planner
My charging model:
Ongoing % fee