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A confidant, a friend and a trusted adviser...

Independent Financial Advice

Quotation from Alice in Wonderland:

Alice: “Would you tell me, please which way I ought to go from here?”
Cheshire Cat: “That depends a good deal on where you want to get to.” 

And the same is true of financial planning.  The journey begins with exploring and clarifying your work-life balance goals and your desired end state.

This is a highly personal area that requires a highly personal approach.  It is a particular focus of my service, which via many clients has become a key area of my expertise.  Together we will discuss, map and agree a detailed and realistic schedule for your future and the financial plan required to underpin it.

I will give you help and guidance in organising your financial affairs to secure your lifestyle goals – with clarity and integrity.  I will give you lifestyle financial planning to achieve your particular work-life balance, taking the time to find out about you, your story, where you are in your life now and how much is enough.  And, more importantly, enough for what? 

With that understanding, we can jointly look at how much is required to deliver your preferred lifestyle, taking a holistic approach looking at your current and future resources and identifying any additional resources that may be needed.  I will highlight any shortfalls or barriers standing in your way and explain the options available to you, and their associated risk-reward profile, to reach your end goal in the most effective way possible.

It is a bespoke service, personal to you, to support your personal journey.

That is what true financial planning is all about.

Please get in touch if you have any questions! Call Now : 03333 445657

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