I am currently seeking long term client relationships built on mutual respect and trust, enabling you to experience a valuable and personal service, standing the highest probability of achieving your goals.
If you feel we might be a good fit please get in touch to arrange an initial call.
If we decide to proceed this is the journey you can expect:
Our first conversation will be a phone or video call at our expense. We will explore what support you seek, and if we are a good fit to work together
This face-to-face or video meeting will be an in-depth two-way conversation. We will get to understand your biggest financial priorities, concerns and goals before proceeding.
Combining all that you shared with us in our conversations, your detailed data, and your biggest aspirations, we create your Informed Decisions MasterPlan™. This totally unique and detailed financial plan will answer your biggest financial questions and detail the strategy for you to achieve your goals.
We meet to step thru your Informed Decisions MasterPlan™ together. We ensure that you have total clarity on where you are financially, what you need to do to achieve your goals, and avoid costly mistakes
In most cases there is tangible benefit to you in altering aspects of your existing investment and pension structures. Where we wish to work together, we will establish new portfolios with our independent partners. Any new structures we implement will be fully aligned to your goals, will be cost effective, secure and based on real research and logic.
Our personal and dedicated on-going relationship is focused on supporting you. We are your go-to on all aspects. We will be your primary source of counsel and guidance on all aspects of your financial lives. We will meet at least once per year, have frequent contact in the interim, and will be in touch merely to say 'Hi', or when there is something we believe you should do or know. You will also benefit from all aspects of the MasterPlan Maintain Programme.