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We look after mixture of individuals, trusts and companies. Our advice ranges across the entire realm of financial planning, which consists of pension and retirement advice, including defined benefits pensions, as well as pension tracing and tracking down lost pensions. We also provide advice on investments, long term savings plans, wealth management, Wills, tax and trust planning for intergenerational wealth, family protection and life assurance and home and landlords insurance. At Junction 8 Financial Planning, our main priority is getting to know you. This starts with an initial meeting which allows us the opportunity to understand your personal situation as well as your current and future goals. This time then allows us to provide suitable information and advice specific to these current and future goals. You can feel comfortable that you are dealing with a firm absolutely committed to providing the highest standards of advice, service and support, with a tailored personal service that's aligned with your needs, goals, and objectives, always.
I love the fact that I have a genuine relationship with each and every one of my clients. I am a firm believer of understanding people on a personal level as this is key to sound financial planning. There is nothing more rewarding than helping others achieve their goals and financial dreams.
5 years ago, I suffered a brain hemorrhage from a fall. The injury caused me to fall into a coma. When I awoke, I was told that I had broken my neck and I required an operation to fuse me C1 and C2 vertebrae back together. It was a miracle that my spinal cord was not severed. It was a long recovery and after learning and teaching myself how to walk, talk and “be normal” again I decided that I wanted to pursue a career in which I can help and bring value to individuals who have been placed in similar circumstances, not only through protection, but also through sounds financial planning.
Why choose me? I think one of the most important things here, when choosing any adviser, is to choose the one that stands out to you. Why do I stand out you might ask yourself? I'm a great listener, I'm very easy to talk to, I'm quick thinking, and I can help you achieve your financial goals. My main attribute being of course, 'I get what you want done', in a simple, non pressured friendly environment.
