My aim is to assist people explore the possibilities of their financial situation. Through in depth personal consultation I am able to change my client’s perspective on managing their money, and help them visualise their potential.

My financial services include: 

  • An individual approach to each client’s needs
  • Helping the client achieve future wealth
  • Offering a new perspective
  • Working towards future financial independence
  • Maximising assets to gain passive income
  • A rewarding long term financial friendship
  • Regular meetings to review current situation and appraise financial plan
  • Free consultations

 

My service consists of 3 main pillars:

  1. Analysis  – In our first meeting we’ll have a chat and get to know each other. I’ll present the services available and we’ll discuss your financial possibilities and identify options that are of most interest to you.
  2. Advisory – Our second meeting will focus on a financial plan that I’ve devised based around your current needs and future goals, based on the information given in our first consultation
  3. Service – We will have regular meetings to appraise your current situation and make changes to your portfolio as appropriate
Are you interested?
Get in touch!