Provision of lifestyle-centric, holistic, independent financial planning for private individuals and owners/employees of SMEs. I work with clients to identify the true cost of their lifestyle and any future goals they may have. For it is to first understand what drives my client and what they want out of life that enables me to ensure I can protect their current status and create the capability to achieve their lifestyle goals. This is relationship based financial planning and consequently I work with a limited number of clients to provide the relationship they want, but so often do not get through other channels. Progress meetings are a key element in helping a client to keep on track with the plans we implement together.
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