Many of my client meetings take place due to difficult or stressful life events. This could be due to bereavement or deciding to enter a care home due to ill health. I pride myself on handling what can be difficult and emotional situations with care and empathy. I take time to understand all the relevant facts whether emotional, personal or financial. This ensures that my advice is well considered, specific and relevant.
I’m passionate about making financial advice engaging and use Voyant cash flow modelling to show my clients what their future may look like. Regular meetings make progress measurable and my clients accountable and engaged in their financial futures.