Whether you’re planning for the future or coming to terms with change, cashflow modelling can provide an invaluable overview of your finances. When you work with me, we’ll discuss not only your financial circumstances, but also your life goals and ambitions. Then we’ll use specialist software to work out if you’re on the right track and come up with a plan if not.

Any change in circumstances is an opportunity to ensure you have the proper safeguards in place. The financial plan I’ll put together for you will highlight the areas that need the most protection and the most appropriate routes to take. From private healthcare to life insurance and more, I’ll search the market to find the solution that meets your needs.

If you’ve received a windfall from a divorce or bereavement, you’d be wise to seek expert advice on any changes to your tax position. For those starting a family, it’s worth getting a professional to review your status to ensure you don’t pay more than necessary. Whatever situation you need help with, you’ll always get clear, empathetic advice from me.

When facing a significant event, you must make sure the right people are provided for. I work with trusted third parties who can arrange crucial documents like wills and Lasting Powers of Attorney. If you’re handling the estate of a loved one, my counterparts and I will take care of all the important matters for you, easing your stress at a difficult time.