Helping you achieve your goals is what drives me as a Sandringham Founding Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
With over 30 years of experience in financial services I understand that your time is precious – the time you spend with your family, the time spent doing all the things you love, and the times in the future when longer term aims and ambitions become reality.
By providing advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, myself and my fellow Sandringham Partners can help deliver great outcomes for those important times ahead.
Your personal circumstances are ever changing, and everyone’s needs are different. That’s why we use our four-stage planning process to helps us understand your needs and identify the best way to achieve your goals.
I will work with you to explore your options, then plan for how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances. Whether you are looking to invest for the future, planning your retirement, buying your first home or looking to protect yourself and the ones you love I can help you put the necessary plans in place.
Sandringham’s Precision ongoing client service cutting-edge technologies allow me to spend more time planning for your specific goals and wider financial planning requirements to help you reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.
Whilst I cover the spectrum of financial advice I specialise in Later Life Planning including:
- Later Life Lending
- At Retirement Planning
- Long Term Care Planning
- Pension including Pensions & divorce
- Estate Planning
Please feel free to contact me if you would like to know more about the financial advice and the type of services that I can offer you and I will respond to you as soon as possible.
At Sandringham we can’t predict what’s to come, nor can we make guarantees about future outcomes. What we can do however, is to use our skills to maximize the chances of you achieving your aims and goals.
Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is a critical task that you should ensure you undertake.
Preventing your assets from ending up with unintended beneficiaries, protecting your family and children, stopping heirs overpaying taxes and eliminating potential family disagreements on death are clearly very important.
Therefore, careful planning well in advance should be considered to ensure that potential oversights are not made, and I am able to assist you with this.
If you want your assets and your loved ones protected when you no longer can do it, you will need an estate plan.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, improve the return on your savings, growing the value of your money for a specific purpose, or putting money aside for a rainy day.
I am able to offer you a range of solutions, combining our selection of funds, with our product wrappers, support and service.
Planning ahead for long-term care is important because there is a good chance you will need some long-term care services if you live beyond the age of 65 and the likelihood of needing care increases as you age.
I can help give you the right information to help you understand what service options you have available and to also ensure that you have a range of options available when you need long-term care.
By planning ahead, you may be able to save your assets and income for uses other than long-term care, including preserving the quality of life for your spouse or other loved ones.
Getting a mortgage can be one of the biggest financial decisions you will ever have to make, they can come in many shapes and sizes and can be complicated, so it’s crucial to get this right. Whether you’re a first-time buyer, moving on, downsizing, or even buying a second home.
I will work with a range of carefully selected lenders to get you the mortgage which suits you best and ensure the whole process runs smoothly.
Most people just don’t save enough to achieve the level of retirement income that they need. Pensions can be seen as long-term investments, so it is important to decide how best to maximise your income in retirement, or where to invest a lump sum.
I can help you decide how much extra money you need to save, and where to invest it and the various options you have available.
Protecting your income should be taken very seriously, given the limited government support available. I can help you arrange the right solution to meet your overall protection and financial planning strategy, to help protect you, your family and your lifestyle.