Secure Your Financial Future
Independent Financial Planning Throughout the South West & South Wales
"It’s a privilege and a responsibility to be a trusted financial adviser.
To help guide my clients toward their goal of financial freedom and a future lifestyle that
is self-reliant and free of worry is mutually rewarding."
Welcome to my website and thank you for taking the first step towards your future financial well being. In these pages you will find a lot of useful information to help you make an informed decision on whether I am the right person to help you achieve your goals. If however you find it all a bit overwhelming and would rather talk on the telephone or in person please feel free to get in touch. There’s no obligation or pressure to commit to anything.
A structured plan that allows
you to move forward with
No matter what your individual circumstances may be, to have a heart and mind free from worry is the goal we strive towards. You probably have a pretty good idea of what you want to achieve for yourself and your family but not necessarily how best to get there. With the right person to guide you it’s a journey that leads exactly where you want to go exactly when you want to be there. That’s where I can help, with a financial plan to support the life you want to lead, that allows you to get on with actually living it.
A structured plan that focuses on
exactly on what you want from life
For many, the reality is that we may go through life in less than perfect health, perhaps with less income than anticipated, there may be all sorts of bumps in the road along the way. It’s those things that shape us, define our priorities and mould our dreams. It’s what makes each person I visit unique, and only by listening to your story will the right course of action become clear.
A structured plan that works
hard so that you don’t have to
Your personal life and your financial life are not separate entities but form a complex pattern that weaves its way through your life. Rather than seeing your financial situation in isolation I take a more holistic approach, taking the time to understand you, your past, present and future. The greater the understanding the more appropriate the solution. Everything in life has a financial consequence, the skill is in finding the perfect balance between aspiration and affordability.
A structured plan that gives
you peace of mind
You are unique. Your situation is unique. It follows then that to achieve an overall feeling of wellbeing many things need to be considered. There may be emotional or health issues to take into consideration, for example, that are just as important to balance out as your pensions and investments.
It all revolves entirely around you, your values, the life you want to lead now and in the future. By taking a supportive role in this process, by truly listening to what you have to say, only then can the most appropriate, structured, plan be put into place to give you the freedom and fulfilment in life that you seek. This in-depth understanding lies at the heart of my approach and, together with my industry knowledge, culminates in the very best financial outcomes for my clients.
Making your financial wellbeing a reality
Monday, January 14, 2019 - 11:45
ALISON DAVIS CHARTERED FINANCIAL PLANNER, What advice would you give to somebody considering retirement? The key question that every client needs to ask themselves when considering retirement, is...
Monday, November 5, 2018 - 14:15
We felt it was worth taking a moment to explain the current financial market conditions which have clearly seen a ‘sell-off’ since the start of October, which many fund managers have commented on but...
Wednesday, October 31, 2018 - 10:30
The Chancellor Philip Hammond has delivered his budget today, with a focus on supporting Britain through investment in the NHS, Schools and offering support to small businesses on the high street....
Monday, October 8, 2018 - 14:30
I am sharing this article to highlight the importance of the first basic principal of holistic financial planning “Protection”. It is much easier to protect what you have than to try and rebuild your...
Monday, January 22, 2018 - 16:45
Nearly 12.7% of Brits regularly work 50 hours or more per week, the OECD How’s Life? Report 2017 has revealed. The report also examines housing, health, income, employment, environment and personal...
Monday, January 22, 2018 - 16:45
I am delighted to start the New Year 2018 by welcoming you to my new website a portal to communicate with you about my new business venture working with Mulberry Wealth Management Ltd. 2017 was a...
Saturday, January 20, 2018 - 16:45
YOUR WINDOW ON FINANCIAL MATTERS INSIDE THIS ISSUE Over £40m stolen from pensioners Older workers facing the pressure of intergenerational needs If you employ a nanny or a cleaner, you may need to...
My personal opinion on all things financial and planning. See my full blog and earlier posts, here.
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