We first analyse your existing pensions and investments and back test (usually for 5 years) to show you comparisons with what you currently hold. 

For protection policies we have whole of market research tools.

We use advanced platforms to give you unlimited access to your financial information, As an example. the award winning True Potential Wealth Platform, will allow you to view current valuations of your portfolio, review performance, read important documents and communicate directly and securely with me.

As we are not tied to anyone, we also use other platforms to suit you, dependent on cost and accessibility required.

By choosing me, you will benefit from my expertise, dedication and availability throughout your plan until implementation and then ongoing.