What makes me different from other IFAs is that I do not feel that I have the right to tell people what to do with their money until I completely understand them.

I want to know their story, so I can answer the one fundamental question all clients have:

How much? How much do I need to create the lifestyle I want, without the fear or worry of ever running out of money, whatever happens.

That’s what clients really want to know.

That’s why I need to take the time to listen to the clients and hear their story, and to work with them over many years to help their dreams and aspirations come true.