PUTTING YOUR FINANCES IN THE HANDS OF SOMEONE YOU CAN TRUST

Finding the right financial adviser for you can feel like taking a big leap of faith, whether you are looking to take financial advice for the first time or whether you’ve taken financial advice in the past. I understand this and give you the opportunity to get to know me before we start the financial advice process.

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Get to know me and how I like to work

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...these are just three of the words I hear clients and business associates use to describe me. I believe the personality of your financial adviser is just as important as their financial planning skills – they both need to suit you.

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Take a look at the six-step advice process

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After we have met and you have chosen me to give you financial advice, I will follow a six-step advice process. This process gives you a clear path and it enables me to deliver consistent, high quality financial advice.

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Get to know me and how I like to work

There are a variety of ways you can choose for me to be paid for my financial advice. During our first meeting we will discuss these options and I will help you find the most cost effective route for your specific advice.

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Get in touch

If you are considering taking financial advice I would love to talk to you. Please feel free to call me on 01608 813070 or alternatively please fill out the form and I’ll contact you as soon as I possibly can.

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