Andy Hart - Financial Adviser Email & Phone Number

London

We look after the financial life interests of successful families.WE HELP PEOPLE WHO WISH TO:ACHIEVE OR MAINTAIN FINANCIAL INDEPENDENCE.RETIRE OR SELL THEIR BUSINESS IN THE NEXT 10 YEARS.ENSURE THEIR BUSINESS SALE PROCEEDS LAST THEIR LIFETIME.MAINTAIN THEIR DIGNITY IN LATER LIFE.LEAVE A MEANINGFUL LEGACY TO THEPEOPLE AND CAUSES THEY CARE ABOUT THE MOST.

Global

Leading Behavioural Financial Advice Conferences. London, Ireland, South Africa, Holland.

London

In my work as a financial planner I make extensive use of financial planning scenarios in order to produce relevant and tailored projections of how investments and financial plans are likely to perform over time. Clients value this service because it helps them to understand how their decisions today will affect their finances tomorrow and in years to come. To help me with this task I use modern financial forecasting software. I am an expert in the use of Voyant, the major software solution used in the financial planning industry. My advanced knowledge of this product, and my experience in using Voyant to help clients make good financial planning decisions, have enabled me to become a well-respected Voyant trainer and sought-after speaker on financial planning and the future of the industry. I run seminars, webinars and present at conferences on how to use Voyant. My seminars cover: Voyant for Beginners, Voyant Advanced, Voyant Solutions, Voyant IHT Strategies, Voyant Tips and Tricks. I also offer complete Voyant training days and work with individual financial planners, helping them to build financial plans for their clients using Voyant. Fellow financial planners can learn more about my seminars, training programmes and other Voyant support I can offer by visiting: http://www.thevoyantist.com/ Those interested in Voyant can also find me on Twitter: @thevoyantist

London

Serenity Financial Planning assists people to plan their finances in the context of their life goals. I am a financial planner with Serenity, specialising in helping people approaching retirement to plan for their futures. I then help them to manage their finances throughout their retirement.At Serenity we base the financial plans we produce with our clients on their aspirations for their whole lives. We believe that your money is a tool to enable you to lead the life you want to lead.The financial planning needs of older people always require careful attention. I help my clients to simplify their portfolios so that their finances are easier to understand and to manage. I like to meet my clients regularly to keep them informed about their finances and to be sure that the plans we have put in place are still relevant to their needs and to what they want to do with their lives. We also review the impact of changing personal circumstances on clients’ financial planning goals. Planning how best to pay for long-term care, for example, may assume a greater significance as time passes. I use modern financial forecasting software to help me with the projections I make. This helps to bring the financial plans I produce to life. My clients like to see how small changes in the ways that their investments are managed will affect their long-term financial health. They also like to see how the timing of financial decisions can affect their income and their investments. If you would like to talk to a financial planner who can help you to plan for your financial future before you retire and beyond retirement, please get in touch with me.Call me on 07775603930 or email me at andrew@serentityfp.com

Financial Life Planning

Activities and Societies: Graduate of The Seven Stages of Money Maturity ® and EVOKE ® courses

Llb (Hons), Law

Education record

Education record

Education record