Who do I help?
Who do I work with
My clients come from all walks of life, but in common, they share a concern for the world we live in.
My clients have clear financial aspirations, but they want their financial arrangements to align with their personal ethics and values.By clicking through to the following pages you can find out more about how I can help if you are:
Professionals accumulating wealth
You are working hard in your profession or career and you need your money to work just as hard to positively shape your future and that of the planet.
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Business owners
Take a step back, analyse where you’re going and how you’re going to get there.
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Approaching retirement
Prepare for a retirement lifestyle you can look forward to, free of money worries.
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Investing for children / grandchildren
Learn how small amounts of regular saving, or larger gifts can grow to make a meaningful difference to the younger generation.
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In receipt of a windfall
Explore how best to use an inheritance or surplus capital with the help of an independent professional.
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Going through a divorce
I will review your current position and set you on a new independent path so that you can move forward with confidence and clarity into life's next exciting chapter.
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