Alum Chine Road, Bournemouth, BH4 8DXMake an enquiry
My financial planning service starts with getting a clear understanding of your lifestyle, taking time to discuss and assess your present and future needs. To do this I will;
• Set up an initial discussion with you
• Work in partnership with you to build a holistic plan that you will be happy and comfortable with
• Keep in contact with you on an ongoing basis to build a trusted, long-term, lifestyle financial plan
I take a highly personalised approach by investing time and attention in the work I do for clients. As such, I believe that I can be your trusted adviser that you will be happy to work with for a lifetime. My career spans over 14 years and so I have a great many loyal clients that benefit from my expertise. My advice is unbiased as an independent adviser. As such, I believe that I am able to offer you a true financial planning experience; enabling me to deliver a more trusted outcome for you in the longer term. I will charge a fee for my services and so it will be very transparent for you what all of the costs are and what they are for.
A tried and tested five-stage process ensures that I invest sufficient time in addressing your personal needs. This covers forming a professional relationship, analysis and research (with access to the whole market), a written report, implementation (with your agreement) and ongoing service - we will discuss how frequently you want us to review your plans.
With Continuum we want to create a brand of advice where the needs of our clients and advisers do not conflict.
As a client you also benefit from our award-winning client communication programme. We also have a client loyalty scheme available.
Check out our website...….
While unbiased.co.uk endeavours to verify the information
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.