Andy Moxon has been advising clients for more than 15 years. His role is to act as a financial advisor and mentor, with a strong emphasis on identifying what is important to the client and why and then putting in place plans to achieve these goals. Whilst he covers all the main financial planning areas, the specialisms are:
• Working with older clients and their families to take the anxiety out of care fees planning and wealth preservation
• Helping people plan for their future by developing a workable financial plan to protect and grow their wealth and to be ready for retirement;
There are regular progress reviews to make sure the plan is still working.
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