I have 35 years of experience in financial services. My view is that my job as a financial planner has a lot in common with a financial ‘coach’ – preparing my clients for the rigours of financial management!
Over the years I’ve realised that even small tweaks to an individual’s financial planning can ultimately reap dividends. I take pride in watching my clients’ financial planning to develop and prosper. For me, this is personal. I would want the same for my clients that I would want for myself.
As a result of this, many of my clients are now good friends. We have built long-lasting relationships as I believe the advice process should be enjoyable and allow clients to easily understand and process the advice.
The value of your investment can go down as well as up and you may not get back the full amount invested
The Financial Conduct Authority does not regulate taxation and trust advice.