Personal finances can seem bewildering, and there is no prescribed formula. I base my business on working with the client to achieve both their short and long term financial goals. Whilst my role is technical, I will avoid jargon and always present to you in a way which you understand.
Business Sector
Independent Financial Advice
Key Services
- Financial Advice
- A financial plan – how to get to where you want to
- A full report and understanding of what you have and aim to achieve a good approach and meet your objectives
About
With almost 30 years in the financial services industry, I provide whole of market advice utilising the latest technology platforms to provide a cost-effective and tax-efficient investment solution for my client’s wealth management needs. I guide my clients through the accumulation phase and into the preservation phase of their lives, keeping them well informed along the way.
- I’m Highly Knowledgeable – Over 30 Years’ Experience
- I Work With Mostly Individuals On A Face To Face Basis At My Home Or At My Office In Kirkby Underwood
- I Then Develop A Financial Plan On All Of Your Existing Plans To See If We Can Achieve Your Financial Goals, Whether It’s Early Retirement, Special Car Or Holiday
- I Have 4 Staff In My In Office, Who Are Very Friendly And Approachable, Simon, For Example, Used To Be A Financial Adviser And Mans My Office Whilst I’m Out. Simon Is Highly Qualified And Knowledgeable In All Areas Of Financial Planning And Can Give You Generic Advice
