As a lifestyle financial planner, I’m passionate about helping people make the most out of their money so they can make the most out of life.

I help individuals, families and business owners create a route to financial independence and know exactly where they stand.

So what is real financial planning all about? It is about identifying what it is you want to achieve, discovering how close you are to your goals and clarifying what further steps you need to take to get there. Life has a habit of passing us by quickly. So taking guided action throughout your lifetime is important.

Creating a financial plan should be an enjoyable experience where you get to share what you want the future to look like. It’s about planning for the kids, whilst planning for your bucket list. It’s about planning your exit strategy from your business, as well as your first holiday in retirement.

Most importantly it should provide you with more clarity and confidence about your future.

Lifestyle financial planning can help you with the following questions:

How much money do I need for the rest of my life?

How much should I save for retirement?

What will my future lifestyle cost?

How much should I sell my business for?

I am committed to providing the highest level of holistic advice and service, which is why I work closely with other professional such as solicitors and accountants to get the best outcomes for my clients.

If you are an existing client or would like to become a client, I would love to hear from you; please get in touch.