How I work

As everyone has different circumstances, this is just the general process.

1. Understand you, your family and your goals

Through the initial consultation (free of charge) I will obtain a better understanding of your personal circumstances, your financial situation, and importantly your financial goals.

2.Build a tailored financial plan

I will analyse your circumstances, your risk profile to build a tailored financial plan to help you meet your financial goal.

3.Implement the plan

Once a plan has been tailored I will explain what I have done, why I have chosen it and how it will work. Implement the plan once we have reached an agreement on recommendation.

4.Monitoring and Reviewing the plan

Things can change from day to day. To provide you with peace of mind, actively monitoring your financial plan and provide regular reviews.