Who takes care of the various issues that come up from day to day in arranging your financial affairs? Is this something you leave for the weekend, which then never quite gets started or done?
I aim to take away the burden which financial planning may represent and to dispel the illusions surrounding investment which may harm your plans for the future. I accomplish this by making recommendations based on my assessment of your circumstances and by disposing your affairs in a way to best meet your objectives.
To assess your situation and dispose your affairs accordingly, I adhere to those factors which are the most important, that is those confirmed by you and those which objectively present themselves as paramount.
I take on the role of your ‘personal financial officer’ in the various aspects of financial planning, giving you the peace of mind of leaving the detail under the professional care of a financial planner.
City of London
Read moreOften busy professionals in the City of London find my work and support to be something they can rely on where they are short of time and perhaps the necessary expertise in a certain area they wish to address.
Our relationship revolves around an ongoing, renewable agreement which provides you with forward momentum, thereby eliminating the wasted efforts of a ‘stop-start’ advice process and excluding the risk of your missing out on valuable benefits.