My clients normally fit the following criteria:
- You have a financial goal you wish to achieve and need some guidance
- You want to utilise the tax breaks afforded to you and take advantage of your tax allowances
- You need assistance in planning your income as you approach retirement
- You want to work with a financial adviser who will offer you guidance on all aspects of your finances
- You want a fair and transparent charging structure
Click here if this is you
Clients I cannot work with:
- Your financial planning is based on short term targets.
- Your sole focus is on returns and everything is judged on that.
- You want an adviser to transact a single piece of work and have no desire to work long term with your adviser.
- Your sole focus is on cost, not service or value for money.
