At Theocsbury Financial, I make sure my clients are at the heart of everything I do. My aim is to make Financial Planning easier to understand by keeping things simple.

I am aware that many people are often ‘put off’ getting financial advice because it can feel daunting. However, the first thing to understand with finances is that everyone is different and as normal people, we don't always get the education we need to make the right decisions; that’s where I help.

I recommend ways that can make your money work harder for you. I’ll chat to you about your personal circumstances and financial goals, both in the short term and long term so we can work together to build a plan that is easy to understand, achievable, and more importantly, easy to alter at our annual planning meetings.

As one of my clients you will have access to services whenever required. It’s truly personal, but you’ll also be safe in the knowledge that the suitability of my financial advice comes backed by a FTSE 100 company, St. James's Place.