I've emphasised that my approach is an individual one, drawing on my professional experience and up to date knowledge. But more than that, I believe that as an Independent Financial Advisor, I am working in a 'people business' and I place great value on getting to know my clients and their needs.
Many financial advisers rely on online information gathering from clients, but I prefer to listen, to understand, and to talk things through. The latest technology informs and improves my communication with clients but is used side by side with face to face meetings or a telephone discussion. I am happy to see clients at home, or in the workplace. The initial meeting, where we discuss how I can help you, is at our cost. So let's talk!
Inheritance tax planning - more details
Savings and investment advice - more details
Retirement planning - more details
Safeguarding you and your family – insurance - more details
Trust and estate planning - more details
Pension advice for employers - more details
Retirement planning for business owners - more details
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Tel: 01522 794246
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