I advise clients, both individual and corporate, in terms of their financial planning requirements. My aim is to provide tailored solutions to meet those requirements on a cost effective basis.
I listen carefully to the financial planning requirements, aims and aspirations of clients and then set about developing appropriate financial planning strategies that will provide solutions in an understandable and cost effective way. This will leave clients free to lead their lives and/or run their businesses knowing that their financial planning needs are being professionally managed.
Away from the office I enjoy music, TV and the theatre.