Huddersfield, Kirklees, West Yorkshire
Full range of Financial Planning Solutions to help you through your financial journey - Pensions & Investments, Equity Release and Lifetime Mortgages, Wills & Trusts, Estate Planning and Pre -Paid Funeral Plans. If you are unsure about your options let's start with a conversation to look at your current position - this comes at no financial cost to you as I am more than happy to sit down and have a chat completely at my expense.
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What do you love most about your job?
Helping people - this is what I have done for the last 30 years years in the industry. As a traditionalist I like to meet you face to face as many of my clients like to see the whites of my eyes!!! I also understand that we are in a world of technology and will be more than happy to communicate this way if you prefer.
What inspired you to start your own business?
Flexibility and the right work life balance enables me spend time with my clients and spend more time with my family - time is the most important factor as it's the only thing in life you can't get back.
Why should our clients choose you?
Most of my clients understand and appreciate my rather direct approach as I tell it as it is. My insistence however is to know each and every one of my clients and their circumstances - this allows me to ensure that anything we agree is tailored to your personal needs. There are times where it is better to do nothing and I will congratulate you on a job well done.
Pension and Retirement Planning
Investment Planning
Wills and Estate Planning
Power of Attorney
Equity Release and Lifetime Mortgages