Having spent over 10 years working in London as a qualified professional, I have a good understanding of the issues which concern clients.
- Most professionals are too busy or have no inclination to use their spare time to focus on their finances
- Many clients have a spread of financial products which they have taken out over time, but no overall strategy, or awareness of the likely returns from these plans
- There is rarely a strong, positive and long-term relationship in place with an adviser
My aim is to create a highly professional service working with my clients over the long term, creating a private client financial plan tailored to their personal goals, and reviewing this on a regular basis as things change.
I provide this holistic financial planning service to the following clients:
- Accountants and Lawyers
- Real Estate Professionals
- Investment Managers
- City Professionals
- Business Owners and Self-Employed
- Corporate Contractors
I am happy to offer any advice on financial planning, so please feel free to contact me.