Independent Financial Adviser and Lifestyle Planner in England, United Kingdom
I'll treat you as an individual and give you the time and environment to explore what is important to you. Only when I know what is important to you can I put in place a financial plan to achieve your life's goals and ambitions. I am a strong advocate of delivering advice in a simple and straightforward manner, creative when it needs to be, but above all advice led. It's about your whole life - not just your money. Your money is the tool to enable you to live the life you want. I'll encourage you to dream big and then stick with you on your journey to making your dreams reality. Financial Planning is about listening and fully understanding, talking in plain and simple terms and delivering solutions that are effective in meeting what you want your money to do for you.
I'm an Independent Financial Adviser, working with Chartered Financial Planners Cass-Stephens Life & Pensions Ltd, based in Gloucester, Gloucestershire, and also Chartered Financial Planners Grosvenor Corlett Bird Ltd, who have offices in Cirencester and London.