Working with me as your independent financial planner, we will create a structured plan to help you take control of your financial future. Your plan will be based on your specific circumstances and could include:

• Investments, including ISA, investment funds and bonds.
• Pensions including self-invested personal pensions (SIPP).
• Trusts.
• Insurances including life and critical illness cover.

I offer a no-obligation exploratory conversation to discuss your current circumstances and what you hope to achieve with the support of a financial planner. We can get together in person, over the phone, or on screen at a time that suits you.

To give you a comprehensive view of your financial future, I need a detailed understanding of the present, so we start by discussing your financial position, as well as your hopes and dreams for the future. 

Should you choose to proceed, I’ll provide straightforward, easy-to-understand information about the work involved and the associated costs.

At every step, I’ll translate the jargon of the financial world into everyday language so that you can make decisions about your finances more easily.