How it All Works
My job is to ensure you are comfortable with every step of the process. To provide the best possible advice to my clients, I like to work with you on a face to face basis. I will come out and visit you at your home in your own environment, or you can come to our offices in Newton St Loe (surrounded by some lovely scenery).
Once a detailed analysis of your current situation is undertaken, and a strategy is developed, I will come back and visit you to explain my recommendation. There is no obligation.
Here’s a small example of questions I can help my clients answer:
Of course, everybody’s financial circumstances and objectives are completely different and unique to them. There is no singular or default strategy to an individual’s financial wellbeing and I’m here to help you get there.