I have been a holistic financial planner since 1990, having become a financial adviser in 1988. As a holistic financial planner,I help people to identify, attain and maintain the lifestyle they want for themselves and those they care about. I help people make the best use of their financial resources so that they have the best chance of getting what they want out of life. It's always a privilege to help and I really enjoy what I do. I specialise in working with senior executives and business owners who are aged 40+. You may have grown up children. You might be looking to sell your business, plan for your exit, or think about retirement. No matter what your circumstances, you're starting to wonder what the future might look like. There are several key reasons clients choose to work with me; I'm a Financial Planner: The service I offer is not transactional, unlike that of many other financial advisers. More than anything else, I want to understand what you want from the future, I want to know whats important to you, whether that's doing more of what you enjoy (and less of what you don't), spending more time with the people you love, supporting others or achieving personal goals. I always place you before your money. Money is simply the vehicle to help you achieve your goals, I provide financial solutions that are tailored to you and your needs. I will find the most suitable solutions for you, your family and your goals. The fees I charge. are based solely on the complexity of your situation. An initial meeting is always free of cost, and any initial or ongoing fees are always fixed fees agreed in advance. I practice Lifestyle Financial Planning: Financial planning with an end in mind. That 'end ' is helping my clients to get a better life! if you would like to understand more about how financial planning can help you to solve your current financial concerns, as well as improve your future, please get in touch. I'd be delighted to hear from you.