Friendly and approachable
Financial planning is a very personal matter which requires discretion and a personal approach. Every individual or business has different circumstances, ambitions and needs. Your needs often change over time, so I feel it is vital to have an adviser/client relationship that is conducive to building a financial plan that is unique and individually tailored to suit your particular needs.
As an Independent Financial Adviser I offer ‘whole of market solutions’ to both individuals and companies