I cover in and around Hertfordshire, Middlesex, NW London and the surrounding areas, you are welcome to get in touch with me to talk through any financial issues or concerns you have.
I help women, couples and families secure their financial future and provide clarity about their finances in a clear uncomplicated way. Because I’m not tied to specific providers, I can carefully recommend products from the whole market to help clients find the best pensions, investments, mortgage and insurance deals that fit their circumstances.
I am passionate about empowering clients, especially women, to take control of their finances and give them the tools and knowledge to do so.
My work helps clients improve and protect their personal or business financial situation so they can sleep better at night knowing their family’s financial future is safe whatever happens. I love what I do and love to help with all family financial planning needs.
- The story so far 6 months in….. I’ve been reflecting back over my self-employed journey I thought I would take stock of how it started and share my experiences. I left full time work in the summer 2013. There were parts of my job I liked but it didn’t make me happy (read more…)
- The Story so far 1 year in… Gosh, how time flies by when you’re having fun. This time last year I was a month in to being self-employed financial adviser. I was just learning about the world of networking and had been to my first couple of meetings. I filled up my diary with pretty much every networking group there is in Herts and Middx and networked my socks off. I remember feeling really busy then – LOL! If only I knew. (read more)
- There are many schemes throughout the year offering a free or reduced cost will by a client either leaving a donation to a charity in their will or a donation being made to a will charity at the point of instruction. Leaving money to charity is fantastic and I would never discourage anyone from doing so. If you have a charity that is personally important to you, that you care about or that has impacted your life it is an amazing thing to do (read more)