I am a family man, and enjoy the outdoor life and taking part in sports.
My passion is helping people live a more fulfilled life through looking at Financial Planning Differently.
We do so, by focussing on what is important to you – and letting money (as a tool) to help you realise that life.
We charge fair, fixed fees for our comprehensive lifestyle financial planning service, based entirely on the value we add.
Most financial advisers charge a percentage of the amount of money you initially invest with them, plus a further percentage-based charge for ongoing service.
Consequently, the more you invest, the more you pay. It means their relationship is with your money and not with you. It also means they are only paid if you implement a product with them.
We believe there is a better way. One that is more transparent – and is fair to all.
That’s why the Henceforward Lifestyle Financial Planning Service has a fixed fee for both the initial and ongoing service. The amount you pay isn’t based on a percentage of the amount you invest, but on your unique needs, the complexity of your situation and the value we add to your life.
We will waive commissions where possible as our relationship is with you, and not with any product provider.
My Financial planning superpower = Using metaphors & analogies to make complicated financial topics easily understood
