Covering Hertfordshire.

Financial Planning is about building long-term relationships.  My aim is to enable clients to understand their finances and provide peace of mind around financial decisions.  I deliver a high level of service which includes visiting clients in their own homes where I believe they are most comfortable.  The role of the financial planner is about listening attentively and discussing sensitively the needs of each individual client.  It also involves careful investigation of appropriate financial solutions and the presentation of these in an accessible, jargon free way.  I have over 27 years of experience in the industry and a host of testimonials from satisfied clients.