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:
- 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.
- 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
- Service – We will have regular meetings to appraise your current situation and make changes to your portfolio as appropriate