I provide friendly financial advice to individuals and families, helping them to make key decision about their future.
Life provides us with constant change, which inevitably will impact your financial position.
I provide virtual models of your financial life with yearly reviews to help you look ahead and make the right decisions for your future.
I use a technique called lifestyle financial planning to ensure that we focus on what’s most important to you.
My core advice areas are:
Protecting yourself and loved ones in the event of ill health, accident or death.
Retirement Planning
Pension Sharing Orders
Investment planning
Estate planning
And more…
My aim is to provide you with clarity and guidance following the loss of a loved one or throughout the divorce process and to help you move onto the next chapter in your life.
Wise Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products.
