Hello and thank you for viewing my profile.Unfortunately, I do not currently have the capacity to take on new clients unless they are by way of referral from an existing client.My professional goal is to educate and guide people through the maze of financial services, which can be used to everyone´s advantage, but which many find daunting.What I do?Work together with clients to determine what they really want out of their finances, and to develop clear achievable goals.I then help clients to choose the right investment strategy, taking advantage of tax breaks, using a global focus on opportunities.This process is reviewed regularly to ensure that things are going to plan and make corrections if the strategy is off course for any reason.Specialisms> Retirement Planning> Investment PlanningFinancial ServicesThe financial services industry is huge, complicated and has no end of pitfalls for the unwary and unprepared. We all engage with it on a daily basis and it is vital to our financial health that we take steps to understand it. It is unpredictable, demanding and beyond anyone´s control, but we have to ensure that we are as prepared as possible to face up to the challenges, and take advantage of the opportunities, that such a backdrop affords. My solutions are understandable, effective and clear. General InterestsOutside of work, I study languages (Spanish and Portuguese). I have a strong interest in all aspects of life and history, but for the last few years, I have concentrated this interest on Latin America, as this is where I spend most of my holiday time.