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Comprehensive Financial Solutions
Pensions
Plan for a secure, comfortable retirement with personalised pension advice tailored to your life stage and aspirations.
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Retirement planning
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Pension consolidation
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Drawdown strategies
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Tax efficiency
Investments
Grow your wealth with investment strategies aligned to your risk tolerance, timeline, and personal values.
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Portfolio management
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ISA strategies
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Ethical investing
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Regular reviews
Insurance
Protect what matters most with comprehensive coverage that gives you peace of mind for life's uncertainties.
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Life insurance
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Income protection
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Critical illness
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Family protection
A Different Approach to
Financial Planning
With a calm, non-judgmental approach, I blend financial expertise with coaching techniques to create a space where clients feel truly heard and supported.
My advice is always tailored to their values and life stage, helping them gain clarity and confidence in their decisions.
Your Journey to Financial Clarity
Discovery
During the initial consultation, we discuss your financial aspirations and set clear, achievable goals tailored to your unique circumstances.
Fee: At my expense
Research
Based on your goals, we develop a personalised financial plan to achieve your goals which may include pension, investment and insurance advice.
Fee: At my expense
Ongoing Support
Ongoing support is crucial. It includes an annual planning meeting to review the past year and looking forward at the future. It's an optimal opportunity to raise concerns and review your financial plan.
Fee: 1% of the value of your investment deducted monthly.
Example: £100,000 investment
Fee: £1,000 per annum
Approx: £83 per month
Set Up
Once you are happy with your plan and recommendations, we'll take care of all the paperwork and liaise with any product provider.
Fee: 3% initial one-off fee
Example: £100,000 investment
Fee: £3,000
IMPORTANT INFORMATION
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK
The performance of your investments is subject to risk(s). Its performance may fluctuate based on movements in the market and economic condition(s). Capital at risk. Currency movements may also affect the value of investments. You may get back less than you originally invested. Past performance is not a reliable indicator of the future performance.
Tax treatment is based on individual's unique circumstances.