My approach to financial advice is to deliver the very best service for my clients, to fully understand your particular circumstances, to help you visualise your financial goals and then to put a plan in place to help you achieve exactly what you want to in life.
I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life. Cashflow modelling is a way of planning and analysing your financial goals, projecting them forwards over time, to consider how changing circumstances will impact this plan and to see how likely it is these financial goals can be achieved and the actions needed to be taken along the way.
I am here to help you achieve your retirement goals with expert pension planning and outlining how much you should be saving to get the best possible income in retirement. Great financial planning allows you to maximise your financial position in retirement and to help you achieve the retirement lifestyle you want. I will regularly review your planning needs with you and help you make adjustments throughout your working life and beyond, as your personal and family needs will change and evolve many times.
I work alongside the Mortgage, Equity Release, Wills and Trusts Team at Ellis Bates to offer you expert financial solutions and services from saving up for your first home to protecting your family’s inheritance in later life – and everything in between.
I also work closely with our expert, in-house Investment Team, who deliver a first class socially responsible investment proposition, along with an extensive range of strategies to suit all risk appetites.
In my spare time I enjoy spending time with my family, keeping fit and playing the several guitars I own.