This will be dependent on your needs. However, my advice process and charging structures are completely transparent, with no surprising or hidden costs.
I will be able to provide further details after we have spoken. Our first meeting is free of charge, with no obligation.
I am a Chartered Financial Planner, who is proud to offer completely independent, whole of market advice.
I specialise in ‘at retirement’ planning, and I offer down-to-Earth advice on a wide range of financial subjects that include investments, tax planning, inheritance tax, and personal and business protection.
When it comes to retirement, forward planning is key. I will often work with clients at least two years before they plan to retire, so we can ensure everything is in place for a smooth retirement.
However, I work with clients at any age, and at any stage of their lives – from buying their first home, to saving for the future and planning a legacy for their loved ones.
As a Chartered Financial Planner, I am able to provide financial advice for all stages of life across a wide range of areas. If you require advice in an area outside of my remit, for example on a mortgage or equity release, I work with a panel of well-respected professional connections I would be happy to introduce you to.