I’m proud to provide independent and objective financial advice to families and professionals across the south east.
When I’m not advising people on their financial affairs, I wander around museums looking mildly confused, and get outwitted by my daughter.
I provide the following services to legal professionals:
- Investment Advice for Professional Trustees and Charities
- Investment Advice for Deputies and Court of Protection Clients
- Financial Planning for Clients of Family Lawyers
- Pensions on Divorce
I work closely with members of the Society of Trust and Estate Practitioners (STEP) community in London, Buckinghamshire and the Thames Valley Region, providing coordinated advice and guidance to their clients.
I am an Affiliate of the Society of Trust and Estate Practitioners having obtained the STEP Certificate in Financial Services (Trusts and Estates) in 2010.
I provide bespoke financial planning and advice to private clients who wish to organise their financial affairs so that their lifestyle objectives are achieved more readily.
Once we have designed and implemented an individual’s financial plan, they are free from the anxiety that they should be doing more with their financial resources in order to secure the lifestyle they want.
Investment and Pensions Advice
Experience tells me that the biggest hurdle to people effectively managing their own finances is jargon. Pension statements employ a language of their own which quite often cause unnecessary confusion and, sadly, inertia.
My priority is to cut through this jargon so that you can have a clear understanding of your resources and the action you need to take with those resources to achieve the things that really matter to you.