My BusinessI have been a Lifetime Financial Planner since 1998. My role is to help clients identify, achieve and maintain their desired lifestyle, without the fear of running out of money, whatever happens !
Ideal ReferralBusiness owners / Company Directors and people who want to have financial freedom.
Top ProductLifetime cashflow planning, it gives the client certainty with regards to their finances.
Top Problem SolvedI got referred to a client who had changed jobs over the years and had accumulated 8 pensions with different providers, plus they didn't understand them. I gathered the information, met with the client, went through their options and it made sense to consolidate five of the Pensions. The client now knows they will have financial freedom at retirement.
My Ideal Referral PartnerWill writers, Solicitors and Accountants.