The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice
Life doesn’t come with instructions!
We are all coming to terms with working from home and having to learn the new vocabulary which I have said more in the last year than I have done in the rest of my previous 40 odd years, COVID-19, coronavirus, pandemic, unprecedented and the most used phrase in my household that is “please guys daddy is on the phone” - the joys of having twins....
So I am here for anybody who wants to have any conversations be that reassurances, guidance, questions or even just a rant, at the end of the phone!
We endeavor to turn our enthusiasm for our work into real, long-lasting results for our clients; in real terms we offer transparent, supportable, bespoke advice bringing financial clarity and peace of mind to you all.
The financial profession is filled with white noise which produces endless confusion as to where to turn.
So many advisers, so many options, so many charts, so many graphs, where do you start?
Having a financial product without having your defined financial life plan will end badly, and having a financial life plan and not sticking to it will end in disaster.
My role is to remove the “confusion mist” and develop your long term financial life plan which answers your life’s most important questions.
Am I going to be ok ?
Will my family be ok ?
When I retire, can I live the life I want ?
The natural human behaviour is to run when faced with adversity, and despite the “fortune telling advisers” out there, I’m sorry to break this to you; but markets will fall that is a fact!
However, market falls are temporary, but market gains are permanent, so that’s where working with a Financial behavioural mentor comes in.
I keep you calm when it’s most needed, and make sure you keep to YOUR financial life plan.
My passion is to stop human nature from kicking in and YOU from making the worst financial decision in YOUR life.
Long term financial success isn’t about investment performance it’s investor behaviour.
This proven process alters “YOUR retirement” into “ YOUR reinvention” and this can lead you to live your later life to its fullest with meaning and real purpose.
Statistics have shown retirement leads to death, 100% of the time.
So now is the time to wake up, take action and live a life without regrets.
We have a clear approach to financial planning;
we listen, we learn, we advise and we plan…
We are here to help you plan for today, tomorrow,
your retirement and beyond. Bringing you financial
clarity whatever your background, whatever your
business, whatever your outlook.
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.