Our Services

A free initial consultation, without obligation.

There are times when it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.

I offer a free initial consultation, of up to an hour in length, to consider your personal requirements and circumstances. My consultation offer is made without any obligation upon you.

Specialist advice

In a similar way as the medical profession, there are differences between the manner in which financial planners operate. Some can be viewed as general practitioners, whilst others choose to specialise on certain areas of advice.

Assisting my clients to plan for their futures, normally requires me to consider all aspects of their financial well being. I am careful to ensure that I highlight any protection needs, investment or tax saving opportunities that exist. This level of service demands the general financial planning skills that I have built up over the years.

Being independent allows us to work on YOUR BEHALF!!

I understand that there are circumstances of financial planning where the expert knowledge of a specialist is required. Listed below are some of the areas of specialist advice that I provide:

• Investment Planning for Growth and/or Income
• Inheritance Tax Planning
• Capital Gains Tax Planning
• Investment Advice for Trustees/Solicitors/Accountants

As a qualified IFA, I of course offer clients access to all of the 'generalist' areas mentioned above. I will also refer clients to experts in particular fields should the need arise.

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