There are many moments throughout your life that you may need to seek an independent financial advisor.


No matter where you are on life’s journey, you’ll want to look after yourself and those who depend on you for financial support – your children, your spouse and perhaps even your parents in later life.


Focusing on your own finances, understanding how your money is looked after and planning your financial security is a really good way to be confident that you’re best prepared for the future.


Unfortunately, it’s usually the tough times that make us question our financial situation the most.  A divorce or bereavement for example will always bring the importance of financial planning sharply into focus.


On the other hand, there are also good times to think about.


Getting married, job promotions, having children or planning a sabbatical are all good reasons for checking that you have your financial matters in hand.


The most common life events for which people seek financial advice from me are:


  1. Buying your first home
  2. Buying a subsequent home
  3. Starting a pension and planning for retirement
  4. Investing in Buy to Let property
  5. Estate and Later Life Planning


At any significant moment in life, it is important to think about the financial implications.

Some common questions I can help you with:


  • How can you make sure your money works as hard as possible?
  • What can you do to ensure your family’s financial security now and in the future?
  • What is the best way to set up your pension to prepare for your retirement?


I can offer financial advice at all of life’s key decision points, not just the more obvious ones.


Please contact the team to make an appointment.



NB: The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested. Past performance is no indicator of future performance, and investments can go down as well as up. The FCA does not regulate trusts and some forms of offshore investment and inheritance tax planning.