As a Senior IFA of many years standing, I’ve twice been the recipient of Financial Times Investment awards.
To understand how best to support you, I first need to spend time listening and working with you. We'll work through the three stages to identify your long-term goals. We'll have regular reviews to ensure that you remain on track to achieve your financial security. By doing so, I build and maintain long-term relationships, and as a result, I have clients who I’ve been helping to achieve their goals for over 25 years.
Life Planner – I need to get to know you - where you are now and your future goals. By describing your lifestyle, the things which you've been dreaming of ‘one day' - perhaps travelling, buying your forever home in the country or funding special family occasions.
Financial Planner – in this stage we’ll develop detailed cashflow forecasts. You may be worrying that your income will run out in retirement and you won't be able to support yourself and your family; you may be relieved to discover that you have the right level of wealth to achieve your dreams, and that you can retire earlier than you thought; or you may have too much capital and need ways to mitigate Inheritance Tax in the future.
Financial Adviser – this is the final stage. Having worked through the first two stages we may find that your overall planning may need some realignment in order to achieve your future plans. Or it may be that you need some additional advice on pensions, investments, life cover, trusts etc.
Your home may be repossessed if you do not keep up repayments on your mortgage.
17 Aldercroft, OLD COULSDON, SURREY, CR5 2SN
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