What do we do?
It all starts with getting to know you as well as possible. What is it you want to achieve? What are your values? Your red lines? What’s difficult for you? What excites you? My job is then to turn this understanding into an achievable plan that’s congruent with your mindset.
I listen hard and actively in our meetings. I want to make sure the plan that we put together is as tailored to you as possible. Being open about money isn’t always easy for everyone, but you’ll find no judgment here. I’ve seen and heard pretty much everything in my career.
I back this up with objective psychometric tests that help us both to understand your risk tolerance, your ability to deal with losses and how much you already know about financial matters. And, naturally, your values and ethics around money.
I’m into the idea of ‘ages and stages’. I love working with those who are starting out, often with quite fluid and fast-changing lives. Equally, I like to support those in the middle stage, striving with the often competing demands of work and personal life in all its varying forms. And it’s delightful to with those moving into (and in) retirement - whatever that means these days.
My approach marries the detailed technical considerations of money, as you’d expect of a good adviser, with the more interpersonal aspects of a client relationship. One of my main roles is to help you to have the patience, courage and determination to set up a plan and see it through. There will be difficult times, that’s one thing I can guarantee. So I’ll ride alongside you even during the wobbly moments.
It’s fair to say that we all come with ‘baggage’ around money to some extent or other. By this I mean attitudes to money that may have been instilled in us as children, limiting beliefs that may hold us back, even to the point of self-sabotage. You’ll see from my brief bio that I’ve a great interest in this part of the role, and it informs the way I work with my clients, as and when needed.
I listen hard and actively in our meetings. I want to make sure the plan that we put together is as tailored to you as possible. Being open about money isn’t always easy for everyone, but you’ll find no judgment here. I’ve seen and heard pretty much everything in my career.
I back this up with objective psychometric tests that help us both to understand your risk tolerance, your ability to deal with losses and how much you already know about financial matters. And, naturally, your values and ethics around money.
I’m into the idea of ‘ages and stages’. I love working with those who are starting out, often with quite fluid and fast-changing lives. Equally, I like to support those in the middle stage, striving with the often competing demands of work and personal life in all its varying forms. And it’s delightful to with those moving into (and in) retirement - whatever that means these days.
My approach marries the detailed technical considerations of money, as you’d expect of a good adviser, with the more interpersonal aspects of a client relationship. One of my main roles is to help you to have the patience, courage and determination to set up a plan and see it through. There will be difficult times, that’s one thing I can guarantee. So I’ll ride alongside you even during the wobbly moments.
It’s fair to say that we all come with ‘baggage’ around money to some extent or other. By this I mean attitudes to money that may have been instilled in us as children, limiting beliefs that may hold us back, even to the point of self-sabotage. You’ll see from my brief bio that I’ve a great interest in this part of the role, and it informs the way I work with my clients, as and when needed.