Working with you
My priority is to make sure you sleep soundly, safe in the knowledge that you have planned for the future you want.
I bring a straightforward philosophy to financial planning focused on you. Our relationship is a personal one; built on trust and understanding, an understanding between you and I that allows us to work expertly across all aspects of your financial life.
At the core of what I do is a cemented belief that you are the most important component of my business. By working closely with you, I will help you identify your key goals and objectives, and then help you achieve these by managing your finances in the most effective way. Together, we will create a long-term financial plan designed specifically for you.
Your financial plan forms the basis for our future financial strategy so it is important that you understand exactly what is involved. I will make sure everything is explained in a straightforward way that you can understand. Once we have discussed your options and you are happy to proceed, your plan will be implemented and a timetable of regular review meetings agreed.
Ongoing review meetings are a chance for you to tell me about any changes in your personal circumstances, or anything else that might affect your investment strategy and financial plan. They are also an opportunity for me to update you on how your plan is progressing, and suggest any amendments or changes to your plan that might be advisable.
This all forms part of our long-term relationship which enables me to continue to provide you with a financial strategy flexible enough to adapt as your life changes, and provide you with the peace of mind that your financial planning needs are being well looked after.
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.
By working closely with you, I will help you identify your key goals and objectives, and then help you achieve these by managing your finances in the most effective way.