I take a modern and fresh approach to financial planning and put you and your objectives at the centre. I love to help people going through major changes in their lives. Divorce is a major upheaval from which a great deal can be learnt to aid personal growth.
I aim for all my clients to be financially in control and confident about their future. I will educate you as well help you with your financial plan. If you have been through a divorce or a bereavement you may need help with making decisions on how to best invest a settlement or legacy so that you give yourself the best chance of a brighter future.
As with building any trusted professional relationship the most important thing is that we can work together openly and honestly. I will be transparent and truthful as to what is achievable, and whilst I cannot guarantee investment performance I assure you that you will find wellbeing taking control and gaining a better understanding of your financial life. Another area of specialism is estate planning and will writing, see my separate listing for Middle Path Estate Planning and I am an Associate Member of the Institute for Professional Will writers.
