My goal is to ensure your financial arrangements are aligned with your future plans.
Can we help you?
You are probably in your 50s or older; the average age of my clients is 65. Although every client is unique, you will probably have quite varied and seemingly complicated financial affairs: pensions, investments, savings, trusts, shares and more. Frequently, my initial role is to organise, clarify and explain your current portfolio of financial assets. I will talk with you and, where relevant, your family to understand your plans and aspirations. My goal is to ensure your financial arrangements are aligned with your future plans.
‘We need people in our lives with whom we can be as open as possible. To have real conversations with people may seem like such a simple, obvious suggestion, but it involves courage and risk.’