Daniel Cornish Email & Phone Number

I was a Financial Adviser for 6 years before I came across Financial Planning and it was a real light bulb moment! Financial Planning was a way of elevating the service I can provide to my clients. It helps bring clarity to their financial situation which enables them to make the right decisions for them at the right time. Be it when to sell their dental practice, retire or if they can afford to go on that once in a life time trip they have been dreaming about.Planning starts with a conversation. Along the way we will uncover your values, personal aspirations and financial goals to help you live the life that you want to lead from a position of financial security. We can then put a plan in place and guide you to financial security. The route could be through building your business, contributing more to your pensions, buying an investment property or a mixture of approaches the key is that it is tailored to your personal situation and resources. We may discover that you already have enough at which point I have the happy conversation with you that you can start enjoying yourself more and spending more time on what you are passionate about, if it is not work!Getting this level of understanding about your situation and future is not easy and it will take a lot of work from both of us, but rarely is any worthwhile action instantaneous and easy. I am delighted to put this effort in for my clients if you are happy to do so, for that clarity of situation and purpose that helps you live your life on your terms then contact me at Wealthwide!

Listed skills include Estate Planning, Financial Advisory, Investments, Tax Planning, and 1 others.