My clients include Doctors, Dentists, Solicitors, Members of the Media, Company Directors who are looking to plan their financial future and to enjoy the type of retirement they dream of.

Having been a financial adviser for over 20 years I feel there are three fascets to my service. Firstly I help clients picture and define clearly what sort of future they want to enjoy...not an easy task for many! Secondly we put figures to the dream, crunch the numbers, and find out how much such a lifestyle would cost, how much money would be needed....what is the client's Number? Also where are we starting from, what exactly is the current situation and how do we get from there to where we want to be? Finally I am an Independent Financial Adviser and therefore can review and advise on existing arrangements and plan any new actions that may be needed. The overall service is therefore planned to get clients to their desired lifestyle within the timeframe they are happy with rather than going on a magical mystery tour and hopefully ending up somewhere hald descent...which is what most people do!! If this service sounds like what you need, I look forward very much to hearing from you.