My aim is to provide you with invaluable financial advice and planning.
Our initial consultation is at no charge to you and at this meeting, I will spend considerable time getting to know you and your personal circumstances.
Though many firms have been highly creative in distracting clients from the true cost of their recommendations, professional financial advice has never really been free. As a professional fee based practice, I work with all clients on a fee-basis. Our fees are dependant on the nature and the complexity of the work being carried out.
I am very open and upfront about my fees; all my fees will be agreed with you in advance of any work being carried out (including structure, frequency and method of payment), or before any financial planning, advice and recommendations take place.
I will ensure I communicate clearly to you the cost of our ongoing advice, together with details of any associated investment and product charges.
I bring a clear and concise philosophy to financial planning; I am focused on you. I understand that no two clients are alike, so I aim to provide a truly individual service aimed at meeting your ambitions and goals, whilst taking into account your unique circumstances.
My goals-based wealth management process focuses on you, your goals and your unique situation. I will help identify your key goals and objectives and then help you to achieve these by managing your finances in the most effective way.
Focusing on your goals
My clients continually tell me that I am very different from other financial advisers and wealth managers. Part of what makes me different is my clear commitment to fully understanding your financial goals at the very outset and to continually work with you throughout our relationship in order to achieve your specific objectives.
All my fees will be agreed with you in advance of any work being carried out (including structure, frequency and method of payment), or before any financial planning, advice and recommendations take place.