How I Work

How much does it cost?

If you would like to arrange an initial telephone conversation to discuss your needs please complete the contact form. There is no charge for this telephone conversation. The fee for my initial face to face meeting is £295 which is due at the meeting. This fee will be deducted from my advice fee should you decide...

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Care Planning

I specialise in and enjoy helping older people and their families with their care choices, care fee planning and helping to make sense of the care and benefit systems. If you are faced with planning and arranging care and would like a FREE no obligation guide please ask me for a copy of ‘My Care...

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Retirement Planning

Retirement Planning Guide Videos It is important to plan ahead for retirement to ensure that you add to your pension pot while you still have the ability to while earning. Retirement planning in advance includes making a budget plan to work out what you need to live on as well as how much you think...

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Equity Release Planning

For many people, the majority of their wealth may be in their home. With increasing pressures on retirement income and savings, people are facing a shortfall between their cash needs in their retirement and their cash reserves. This has meant more people are looking at Equity Release as a means of drawing down equity from...

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Cash Management

Are you maximising the interest rate returns and the level of Financial Services Compensation Scheme (FSCS) protection, to which you are entitled, on your savings? It is estimated that up to 80% of savings held on deposit are not being actively managed and are therefore not achieving as much as they could, this is just...

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