We live by three words: simple, effective, and personal. That's why we offer advice that is jargon-free, clear, and easily understandable.
We begin with a free, no-obligation, informal and friendly chat to assess your needs, particularly regarding your retirement planning, and your attitude to risk.
We then gather information from your existing pension/investment providers, do a full analysis of your situation, and look at the suitability of the pension/investment/protection products you have got currently.
Then we put together a financial plan that is uniquely tailored to you and your family. During that time, we’ll regularly communicate with you to keep you updated on our progress. The whole process can take 4-6 weeks.
We'll then meet again and present the financial plan to you, explaining our recommendations in full and answering any questions you have.
Finally, if you wish to implement the advice we give you, we would then get everything setup for you.
No two financial plans are alike, for the simple reason that no two people – and their personal situations - are alike! We take great care to take into account the particular needs of each individual client.
As a Chartered Independent Financial Adviser, I can help you in the following areas: Pension advice, retirement income planning (pension drawdown), pension switching & consolidations, personal taxation, investment planning, ISAs, inheritance tax planning, arranging suitable protection policies.
I serve clients regionally across the West Midlands, Warwickshire, Worcestershire, and North Oxfordshire.
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