Financial Goals can be very long-term, so it is essential to keep an eye on things and evaluate how they are doing from time to time. Sometimes people who don't do that suddenly realise that what they have is not doing well, is out of date, or they don't understand it any more because it's so long since they looked at it 

Then they seek advice because they need to know that their plans are on track, and that there isn't a better or cheaper way of reaching their goals.

I can do short reviews for this purpose. This can be on a fee basis so you know for sure that I'm not going to push any products, because I'm getting paid for my time anyway. 

In any event, the first hour I spend on a client's affairs is free and without obligation, precisely so that both of us can judge whether it's worth spending any more time on. So you have nothing to lose.

Most of my clients are UK resident. I can also work with UK domiciles that are resident in countries of the EU. I can deal with long-distance clients by telephone, email and post (we usually meet occasionally, as everyone likes to ‘put a face to the name’).

The content of this website is based on UK law and financial regulations, which are subject to change from time to time. References to married couples apply also to civil partners.