I believe that providing advice is all about helping you achieve your financial goals; behind all the complexities and nuances of legislation, tax, products and investment analysis sits that simple, clear aim!

However, to get there we need a clear strategy shared between us, as it shapes my recommendations, gives you a clear reason for each interaction and provides a ‘future’ for us to monitor progress against.

I also believe it is vital that we sit down and review progress regularly to make sure we are still heading in the right direction and at the right pace and because ‘things change’ and you need to know that when they do your financial plans can change too.