Independent, Chartered Financial Planner (IFA) serving Oxfordshire

What is unique about my advice offering?

Whether you are an individual or a business looking for advice, you can feel comfortable entering into a professional relationship with assurance, knowing that you will get good value for money.

You can feel confident knowing you are working with a pensions, investments, financial markets and Risk Management expert who holds an MSc in Financial Risk Management and who has worked in both a Risk Management and front office capacity for a major city investment bank.

We are all local, highly qualified professionals providing comprehensive (holistic) 360 degree joined up financial advice, meaning we cover all things financial, across financial advice, accountancy and legals so you won’t miss anything out of your financial planning strategy.

If you are a business owner, you can have confidence speaking to me as a like minded successful business owner myself, I understand what is required to make a business successful and to retain, protect, manage and grow wealth.

Who do we typically work with?

The types of clients that typically reach out to me are, as follows:

• Employed or Self-Employed high earners;
• Successful business owners looking for help with personal and business insurance, pensions, investments, Auto Enrolment and financial planning strategy;
• Ltd Co. Directors looking for a holistic joined up approach to long term financial planning;
• People looking to consolidate multiple preserved pensions;
• People and companies looking for help with income protection insurance structuring;
• 20 to 65 yoa people, who have had a ‘OMG moment’ and want help planning for retirement;
• People who want help over the long term in building and protecting wealth and who have money to invest;
• People going through a divorce and recent divorcees who want help with; Court mortgage letters, i.e. can you get a mortgage or not, investing assets, mediation and arbitration, financial planning in regards to rebuilding estates post divorce.
• People who want help with protecting assets, tax, bloodline planning and estate planning, e.g. Wills, Trusts and Lasting Powers of Attorney.

This list is not exhaustive, please get in touch for more information, we would be delighted to hear from you.

• Insurance

Whether you are employed or self employed, having suitable insurance can save your life, maintain your lifestyle if you are unable to work, or, provide for your loved ones on death.

If would like piece of mind that your policies are structured tax efficiently and set-up correctly, then please reach out, we will be glad to help you get this right first time.

Helping people make good life decisions

I AM A CHARTERED, INDEPENDENT FINANCIAL ADVISER WITH 25 YEARS OF EXPERIENCE. I HAVE NO LINKS TO ANY NETWORK OR FINANCIAL INSTITUTION. I WORK SOLEY IN MY CLIENTS’ BEST INTERESTS. I FIND THE MOST SUITABLE SOLUTIONS FOR MY CLIENTS FROM THE WHOLE OF THE MARKET AND I ENSURE MY RECOMMENDATIONS REMAIN SUITABLE ON AN ONGOING BASIS. Grow and Protect your wealth.