Your story
Divorced or separated
We’ll help you make sense of it all, giving you the clarity and confidence to plan for the short and long term.
Bereaved
If you feel confused about your financial situation, you’re not alone, and we’re here to help you through it.
Chosen to be single
You don’t have to face these decisions alone. We’ll be by your side, providing guidance and clarity.
Loved one is going into care
We’re here to reassure you that you’re never alone in this process. Think of us as a vital part of your support network.
Trust
We will get together, have a coffee, and see if we can work together and whether I can add value to your financial planning. If you don’t think we’re a good fit, that’s fine; there’s no pressure or obligation to continue, and there’s no cost involved.
Discuss
If you want to take the next step, we’ll talk about you. Your ambitions, plans, concerns and worries. We’ll discuss what you’d like your future to look like. We can’t advise you on your money until we understand what you want to achieve.
Plan
Once we understand where you are and where you’d like to be, we can start to build your future from a financial perspective. We’ll do the hard work, but you’ll be involved all the way; after all, it’s your life and your plan. We just crunch the numbers.
