My typical service is as follows:

1. We discuss your current and future goals and what you need to meet them
2. We assess whether you are on target to reach your goals
3. We discuss if improvements can be made to help reach your gaols, reach them quicker, or reduce the risk you fail to meet them; and how these improvements can be made.

With this information you can then decide whether you would like me to assist you.

The areas I assist with are:

• Retirement Planning - whether saving for a future retirement, moving into retirement, or in retirement.
• Savings Goals - education costs, helping children onto the property ladder, buying a second home, etc.
• Passing on Wealth to Family - in life and/or on death.
• Care Costs - ensuring there is sufficient to meet such costs in future, or meeting them now if care is already needed.
• Protection - helping ensure if anything were to happen, you, your family and relevant business partners are protected in the event of death or serious health issues.

The above includes advising on insurance products, retirement planning, investment and tax planning.