HISTORY
I am a financial planning consultant with over 20 years experience, with a background in home service with the Cooperative Insurance and Estate Agency Mortgage Advice during the mid-2000’s.
My focus is on affordable financial solutions which makes me a leading choice for clients when they plan & review their Pensions, Investments, Mortgages, and Protection needs. I strive to create a common-sense approach and deliver advice plus a customer service that is clear and easy to understand.
Client meetings can be held in the comfort and convenience of my office or their own home. I am based in Cheshire and cover the North West, North Wales, North East and Midlands East & West
MY APPROACH
Firstly, I will meet to discuss your objectives (goals & aspirations). I will take time to understand your preferences and requirements and explain how the different solutions work.
Having gathered your information and preferences I will then research the market selecting the most suitable products to design and build our recommendations making sure they meet your aims for the future and consider any planned changes to your situation.
Once I have completed my research and written reports I will meet again to run through my proposal making sure that as clients you are 100% comfortable with any solution recommended. At this stage if happy to proceed I would complete the necessary paperwork for your tailored solution and set up on your behalf the products and services you require.
After this, the support and service continues as the relationship builds and where agreed, regularly meeting to review your plans making sure I walk side by side through your financial milestones guiding you through these changes and re-assessing your goals.
PAYING FOR MY SERVICES
On contacting me, I arrange a time to meet with you for an initial discussion. The purpose of the first meeting is to establish whether I am able to help you with your needs and objectives.
There is no charge for my initial meeting and no obligation on either side.
After the initial free consultation, I will outline my fees to you before any further work is carried out. Confirmation of my fee scales is contained within my Disclosure Document.
Pensions
Investments
Protection
