November March Ltd
Sidmouth, Devon
Sidmouth, Devon
We help clients identify, achieve and maintain the life they want to live without the fear that they will run out of money and help them pass their wealth to their chosen beneficiaries in the most tax efficient manner.
We take into consideration: current and anticipated income and expenditure;
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What do you love most about your job?
I like the fact that we can make a real difference. We have helped clients retire when they thought they would have to continue working. We have helped clients spend more of their money in retirement because we could show them how much more they were able to spend without sacrificing their future financial security. We have have helped families move assets tax efficiently to the next generation. We have helped business owners structure their companies in order to minimize tax and maximize their income.
What inspired you to start your own business?
I've been working in financial services for 22 years. I didn't like the old model of financial advice - one which always meant the sale of a product - so I became self-employed 12 years ago. 8 years ago I set up my own company. This allows me to offer advice on a range of matters, not always linked to financial products, in order to help my clients live the life that they want without the fear that they will run out of money.
Why should our clients choose you?
I am highly qualified. I am personable. I keep things simple. I don't sell products. I just help people see their financial future and if they don't like it do what it takes now to get result they want.
