I have been a financial adviser for over 23 years.
In that time, I have provided advice, guidance and planning for many clients covering all areas of advice at different stages of their lives.
I advise on all types of mortgages, including ‘equity release’ and ‘later life lending’. I also give advice on pensions, investments and retirement options, as well as being authorised to advise on long term care.
I’m also aware of how all of these different areas work with each other when estate planning and inheritance tax is being considered.
All initial meetings are free with no commitment – and won’t involve any jargon.
I enjoy getting to know clients and helping them achieve their goals and I’m also used to getting the call that starts – ‘you probably can’t help me, but . . . ‘