I place a high value on relaying information that affects your situation, and giving you factual information, and a qualified opinion on macro-economics. I keep informed daily, complete my professional development with alacrity, and attend information sessions hosted by a wide scope of finance professionals and providers.

Alternatively, we can do transactional services, where a client would pay as they go.

What is financial advice?

There are different types of advice: factual, general and personal.

The difficulty we face with factual and general advice is that the facts, and generality, still need context. This leads us to personal advice, where a financial planner takes part in a process with a client to establish their circumstances, goals and objectives and act in their best interests’. This is a restricted term, and not anyone can (or should) call themselves a financial planner.

I will take you through the steps, but personal advice cannot be delivered in just one meeting. It takes time, and needs your full engagement.

I will give your financial plan: professionalism, care, and energy.

My financial planning philosophy is centred around your agency, and what we can achieve together.