How I Help

Working on getting where you want to be

The favourite part of the job for me is helping clients gain an understanding of their finances and what they really mean for them.

Whether you are a business and have employees that need some support to understand their finances, or you’re an individual who needs cash flow forecasting to make sure that you’ll be comfortable in retirement, I can help.

Once we have discussed your goals, together we can look at the options available and decide how we can get you there.   Then, with my many years of experience, industry knowledge and contacts, as well as the latest technology, I will work with you to design a plan which clearly maps out your future. 

I very much look forward to explaining how I can help you individually and welcome you to get in touch.

SERVICES

business process

Financial Education

One of the ways I can help businesses and employees is through Financial Education. Finances are one of the principal stresses in our daily lives, and a stressed employee is not always the most productive.

Financial stress can also impact on health, so it is essential to help employees in this area if you can.  One area missing from the UK school curriculum is finance, so It is no surprise that the UK has one of the highest household debt levels in the world.

As an accredited Workplace Financial Education Specialist, if you think your employees would benefit from financial education, I can provide a format to suit you, without a fee.

businessman reading magazine

VALUE-ADDED SERVICES

As well as my own role in a clients’ financial planning, I can provide access to a trusted network of professionals, whilst continuing to be present when required throughout the process. 

I want to make the process as easy as possible for my clients, so the research and due diligence has been completed beforehand on their behalf.

The full list of additional services I can access on your behalf is below.

  • General insurance
  • Will writing
  • Mortgage advice
  • Discretionary fund management
  • Legal advice & conveyancing
  • Tax advice
  • Commercial lending
  • Stockbroking/share dealing
  • Foreign exchange and international money transfers
  • Business / high net worth banking platform Good ideas

 
 
get in touch

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Connect with us

You can find out more about how we help our clients through our social media.