I have many years experience of successful financial practice. I advise clients on a wide range of products, helping them to navigate through their financial journey and achieve their aims – from their first mortgage, right through into retirement and all the investment decisions along the way.
Of course, every client is unique, and so my approach is entirely personal; the aim is to get to know each individual and understand what’s important to them. As a 2plan adviser I have excellent relationships with professional firms such as accountants, solicitors and estate agents meaning that you can also benefit from a network of trusted professionals.
|Address||28 Town Hall|
|Phone Number||079 5196 0718|
Products & Services
By including assets with investment returns that move up and down under different market conditions, an investor can protect against significant losses within a portfolio. Historically, the returns from the major asset classes have not moved up and down at the same time, so by investing in more than one asset type, you'll reduce the risk of losing money and your portfolio's overall investment returns should have a smoother ride.
Recent data from the Office for National Statistics shows that the median value of private pensions in the UK stands around £57, 000. As most people take out the 25% tax free cash of £14, 250 this would only leave enough for a guaranteed income of around £127pm*. Whilst most people tend to spend less money in retirement, £127pm is around 6% of the current national average earnings.
For many people, buying a home will be the largest single investment they make, it's a huge financial commitment that no one can afford to get wrong. Making the wrong decision can be a very expensive mistake. Moreover, trying to pick the best deal from the vast ranges available from hundreds of lenders can seem almost impossible and even if you find a good deal, you may not know whether you will be accepted – especially as lending criteria often vary considerably.