Business Category
Short Business Description
Financial Adviser to individuals & business owners
Long Business Description
I help businesses & individuals make financial planning simple. The main areas that I help clients with are
– pension advice (creating new plans and helping to gathering existing plans into one place)
– investing for those who have cash balances with no immediate plans. This protects against losses due to inflation and helps that money to grow
– protection policies covering various aspects such as life and critical illness, income protection and business protection such as shareholder insurance.
– introductions and links to other skilled professionals where needed.
Happy to talk to people who’ve got questions about how I can help or if they’ve got specific questions about their own circumstances. My time costs nothing.