Chartered Financial Planner
A plan for your money, written down and reviewed every year.
I help families plan for retirement, school fees and passing on wealth, and I explain every recommendation in writing.
I’m independent and paid by fees, not commissions.
Specialisms: Retirement planning · Pensions · Investments · Inheritance tax · Protection · Cash-flow modelling
Ninety minutes, no obligation.
Free
Cash-flow model and written recommendations.
From £1,800
Annual review and rebalancing.
0.6% a year
“For the first time, we know when we can retire, and that we’ll be fine.”¹