21 Pineham Copse, West Sussex, Haywards Heath, RH16 3HTContact us
Who do I advise?
The majority of my clients are based in Sussex, although I have others as far afield as Hayling Island, Oxford and London.
They come from a range of professions which includes business owners, GPs, Teachers, Senior Managers and craftsmen.
They are usually, but not exclusively, in the age range of 45-65 and are either at the point where they are planning to stop working or, have already done so. They will have plans to start ticking things off their bucket list and they need to know whether that list is affordable. Others find themselves in a job they no longer enjoy, or dealing with the stress of the daily commute, and want to know if they can afford to escape!
I have over twenty years industry experience as a Financial Planner and, as someone who has planned how to live the rest of my life, feel I am particularly well equipped to help those in a similar position.
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