I have specialised in personal financial planning and tax planning for 35 years and run my own business for over 30 years.
Our clients are typically aged 40+ and interested in pre-retirement as well as post-retirement planning advice. Such clients tend to be financially well-off and/or earn high salaries. They are usually professional people, executives, senior managers, directors or business owners or have retired having previously been in one or more of these positions. They are financially knowledgeable, smart and acknowledge they need financial planning advice from an expert. They appreciate excellent advice and are prepared to pay for it because they realise that you literally "get what you pay for." They expect fantastic service because they are discerning people. We deliver it.
I am a Chartered and Certified Financial Planner, a Chartered Wealth Manager and a Chartered Member of The Chartered Institute of Securities and Investments. I am a self-published author of the book Wealth Magic and the booklet 97 Money Gems as well as a co-author of my first published book Essential Personal Finance.
I am a prolific writer of blogs and articles as well as a regular producer of videos, podcasts and webinars. I have run my own weekly radio show Money Demystified on Spectrum On Air (Spreaker) since Spring 2021.
I like helping people on:
Pensions – Retired
Pensions - Approaching retirement
Advice to business owners
Chartered Financial Planner
Certified Financial Planner
My charging model:
Fixed £ fee