At Great British Finance Nottingham we are dedicated to creating a meaningful, long term relationship with you that is based on understanding, knowledge and commitment. We therefore adopt a systematic approach which ensures the needs of our clients come first and aims to deliver a successful financial planning experience. Firstly A Discovery Meeting. An informal meeting which is an opportunity for you to get to know me and feel comfortable about what we do and how we do it. Establish Your Objectives. If you are comfortable, we can immediately follow on from the Discovery Meeting to have a detailed discussion about your plans and objectives. To gain a complete understanding of your current financial situation. Analyse Your Planning. Using the information gathered, we take a comprehensive look at the financial elements that make up your life. Prepare & Present Your Wealth Management Plan. We present a plan for getting you from where you are today to where you want to be in the future. Implement The Plan. Once we have reached agreement with you , we can implement the strategy. Monitor & Review Your Planning We will regularly review your plan to make sure it it still working for you.
I have been in financial services for over 31 years, with many of my clients being with me for over 20 of those years.
I have been able to help many clients over time, as their priorities have changed, from family protection and starting a pension, to retirement options and estate planning.
It is a big responsibility, as people trust in you to do the best for them, but it is a role that I enjoy and will continue to do so.
I take my time to understand what you are trying to achieve and deliver the best solution possible.
130 Nottingham Road, Burton Joyce, Nottingham, NG25 0JN
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