What is financial planning?
We could give you a long answer which is dull and technical, or a short answer which is meaningless. Perhaps an analogy does the job better.
What a personal trainer does for your physical health, or a therapist does for your mental health, a financial planner does for your financial health.
Maybe you woke up this morning with something money-related on your mind, be it good or bad, a problem or an opportunity. Whatever the precise reason, we are here to help.
We listen, simplify, and build a solution.
Many in our industry over-complicate solutions. As Chartered Financial Planners our key skill is to simplify, not create complexity.