How I Work
Financial Planning is where the magic happens. Learn more about how I do it.
My Toolbox
As a fully Independent Financial Adviser based in Warwickshire, I can absolutely do all the bits you’d expect from a financial adviser like investment and pensions advice, inheritance tax planning and setting up life insurance/ protection policies.
HOWEVER.
It’s more than this, it’s about focusing first on the infinitely more exciting thing which is helping YOU live a full, generous, and impactful life. I can then use any of the products and services mentioned above when appropriate as tools to help craft your financial plan.
Sound good?
The Process
Learn.
I want to learn all about where you are now, how you got here and what you want to get out of life. It’s also important you get to know me too.
Plan.
If we agree that I can help you, I get to work and align the numbers with your story and plan out your financial future in a tangible and understandable way.
Track.
We then implement the plan, and I partner with you on the journey. Regular reviews together ensure the plan stays on track and ebbs and flows as life does.