a Qualified Financial Advisor, providing clear, concise, professional advice on mortgages, investments, pensions and inheritance tax planning since 1997.

 

These days the financial world can often seem a very impersonal place. People often complain of being treated as a number.  I know this perhaps more than most, as a large part of my job is to deal with these institutions on behalf of my clients.

Step 1. Brief Chat - I'll have a brief chat about your financial situation, I will then suggest if you need to book a consultation, and how I can be of further assistance.

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Step 2. Consultation - a comprehensive meeting to discuss your goals and objectives. This meeting, via zoom or in person, takes approx. 60 - 90 minutes for which there is a consultancy fee of €150. Once scheduled, a form will be emailed for completion, to return for review in order to prepare for the meeting in advance. 

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Step 3. Agree the Plan - Following our meeting, on your instruction I will prepare recommendations and present my professional advice in a clear and concise manner and implement on your instruction.