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We are an ethically conscious, modern financial planning firm, who use technology to help provide a first-class service to our clients. We charge fair fixed fees for all of our work, and we have a focus on ethical and sustainable investment solutions. You can see more reviews from clients on Google.
Helping people gives me a lot of joy! My job allows me to help people achieve their goals, and live out their ideal lifestyle, free of financial worries.
To provide a financial planning service in the right way.
To educate people on the opportunities to invest in an ethical and sustainable manner.
To harness technology in order to keep costs lower for clients, and to charge for the service using fair fixed fees.
I am directly authorised by the FCA, meaning I am completely independent, and free to provide the service in the way I believe it should be, without facing any sales pressure from a larger organisation.
My fixed fee approach to charging is likely to make the service significantly lower cost than he traditional percentage-based charging structure used by the majority of financial advisers.
I am 40 years old, with almost 20 years of financial services experience, and with 20+ years of working life ahead of me, so you can be sure I will work with you and be your financial partner for the long term.
I love meeting people face to face, but when this is not practical, we can hold meetings online.
