SUITE 540 ANDOVER HOUSE, ANDOVER. SP10 1PB
OFFERING A FINANCIAL ADVISORY SERVICE
Managing your wealth today, for tomorrow.
How can I help you, your firm, your family?
Individual Solutions
Bespoke strategic solutions for individuals, families and business owners focusing on minimising personal and business financial risks, establishing a sound and flexible financial plan that aims to deliver the peace of mind provided by the knowledge that your objectives are achievable and protected from undue risk.
At ease in clarifying complex financial and associated legal issues, I focus on planning in advance, enabling you to take informed action to secure your present and future, rather than have you suddenly be faced with uncertainty in uncertain times.
The 2020 pandemic was one such instance where prior financial planning allowed his clients to feel they were better able cope with the huge uncertainties of that time.
Insurance Protection
I provide advice on a range of life and critical illness insurances, insurances against being unable to work if you are sick, and generally offering protection to the family unit if something calamitous should occur.
I find an increasing number of businesses are insuring their employees and company owners so the business can continue to trade if a key employee or business manager is no long available to contribute to or direct the business due to ill health or, sadly, death.
Managing your money, your wealth, however invested
I focus on and specialise in the management of your money, your wealth, however invested or held, whether these are held in your name or in a pension of some sort.
What does that mean?
It means that when savers put money into a pension plan or an ISA, I examine the costs of each contract and look at the investments they hold.
Nearly all non-government pension plans today involve saving money and seeing the value of their savings grow over time to build a nest egg from which they hope to compliment the state pension in retirement.
It is common for me to find that as people have changed jobs new pension plans have been started and so they might now have 3, 4 or more pension plans in place, mostly just “sitting there” while they contribute to either their employer’s scheme, or to one they’ve taken out themselves.