I believe that every investment is as individual as a client.With over 25 years’ experience in finance, I understand that when it comes to money, many people put their head in the sand, due to lack of knowledge and because of not wanting to trust a stranger with their savings. My friendly, no nonsense approach means I’m able to translate all that fancy financial jargon so you get a better understanding of how to manage your money. If you are approaching retirement and are looking for some guidance on what to do with your savings or you need to know about the different retirement income options – I can advise you on the right choices to suit your particular needs. You may already be retired and have a lump sum of money that you’d like to invest – I will search the market for the best deal to make sure you get more value for your money. Or you may be looking to get married or start a family and need advice on life assurance, pensions or savings for the future – my knowledge of the market means I can ensure that your money is protected for your loved ones in the event of unforeseen circumstances.
Whatever your age, I will produce you a bespoke package tailored to your financial requirements.So, if you feel you need advice on any of the following, please give me a call today and arrange a face-to-face consultation free of charge:
- Investments and Savings
- Retirement Income Options
- Life Assurance/Life Protection/Critical Illness Cover