I provide financial planning to private and corporate clients. My key skills are taking complex situations, and being able to explain them in simple terms so my clients know they can rely and trust me to help them achieve their financial and personal goals.
To do this I use mix of cash flow tools and real-world logic to help people see what their future lifestyles may look like.
I believe in working closely with Solicitors and Accountants to deliver holistic planning for my clients.
My passion is to build long standing relationships with my clients, being there for them along every step of their personal journey.
I offer financial planning which is easy to understand and follow, yet is highly tailored and effective.
The company I work for was sold to a private equity firm 5 years ago and I needed to talk to someone about what to do with my company pension and small amount of assets. I went to Avidity with no prior knowledge of them and only on the grounds that they were reasonably close to where I live! I am very glad that I did as I have used them ever since and am extremely fortunate to have the advice of Sarah who is always at the end of a phone or email to answer my less than sensible questions! She took time to understand my situation at the start and gave sound advice on what to do. She is has proven to be extremely knowledgeable on all types of investments and tax implications - thank you Sarah! More...
I approached Avidity recently in order to discuss my families financial affairs. I was referred to the company by a colleague who assured me of the high quality affordable advice that Avidity provide. I had an initial meeting free of charge where we discussed the correct plan of action moving forward. I couldn't recommend them highly enough and I was pleased with the speed and accuracy in which they carried out my holistic financial plan. More...