As a financial planner my job is quite simply to ensure that my clients achieve the best possible future. I cover all areas of financial planning, but the main areas I help people are with:
- Planning around life events – helping people cope with significant life events such as divorce, caring for ageing parents, bereavement and managing legacies.
- Planning for retirement – helping clients to understanding both the financial aspects, including the big question of how much you need to retire, and managing the emotional changes that come with this lifestyle event.
- Estate Planning and gifts – Helping to pass wealth through families – making sure money is passed both the right way, and at the right time to benefit a clients family, to reduce tax and to do this while maintaining living standards.
- Later life care planning – how to both pay for care and manage existing wealth this in the correct and legal way.
My goal with every client is to try my best to appreciate both their financial situation, what priorities they have, and most importantly what motivates them. In my experience the key to doing a good job is to have a deep understanding of what you want to achieve and why. This helps me help you make the right decisions and also to avoid making the wrong choices.