I am passionate about helping people feel more informed and confident about financial planning and making provision for their financial future. Retirement Planning and Long Term Care are my two main areas of work. I feel that the experience I have gained over the years working with clients puts me in a good position to understand concerns people may have and offer information and support to guide them through these key stages.
Are you an employer who provides talks to your staff to help with their health and wellbeing?
Are you a solicitor with a Vulnerable Client team or a Care Provider that would appreciate a session on funding care awareness training?
I can deliver information and training sessions tailored to the needs of your staff. Examples include:
- How to navigate the care journey
- Options for funding long term care for a loved one
- Preparing and planning for retirement
Should you wish to discuss this service please contact me.