When working with either individuals or businesses my aims are simple, help create wealth in a tax efficient manner, make sure that wealth is protected in a tax efficient manner and finally decumulate or pass on that wealth in a tax efficient manner. I achieve this by providing jargon-free financial advice so that my clients have the information they need to make informed decisions regarding their finances.
By getting to know my clients, I get to understand their objectives. I then work in partnership with them to outline how these objectives are best achieved and building a bespoke personal plan tailored to their needs. This could involve setting up new plans or reviewing existing provisions to see if they are suitable to meet these objectives. Once a plan is in place, I work with my clients to make sure they stay on track by regularly reviewing any plans in place also making sure assets are in the most tax efficient wrappers, whilst on target to meet future objectives by using tools such as cash flow modelling, and lastly altering plans if needed.
Please read some of my reviews and if you wish to have a no obligation initial consultation to see how I may be able to assist you with your financial planning needs please feel free to contact me to arrange.
Alongside helping clients, I give educational talks to the NHS, local government departments, and businesses on all aspects of financial and retirement planning.
I have also been featured in the national press discussing various financial planning matters in titles such as The Daily Mail, The Telegraph, Investors Chronicle, and other media publications.
Outside of work, I like to spend time with my family, take my children camping, cook, and walk my dog.