I chose the role as a financial planner to perform a trusted supporting role for people who are trying to formulate their life goals and find the strategy to achieve them. It is a privileged responsibility to be able to discuss clients circumstances and financial information and each client is treated with the utmost respect and confidentiality.
It is extremely rewarding to be able to bring existing financial information to life and paint a picture of the financial future that can be expected. It is hard to place ourselves in the future and imagine what it would be like if we worked less or changed our current circumstances, but by understanding your circumstances in full and modelling different scenarios a clearer picture emerges and better informed decisions can be made. It is this aspect that is very rewarding and allows people to visualise their future financial circumstances and make plans to live out their ambitions.
In summary I provide a service that is:
Ethical & Trusted
Client Focused on your objectives and how to achieve them
Personable and conscientious
Experienced over 10 years advising and 25 years in industry
Please email or call Alison (07496 689 309) or Adrian (07725 343 815) for a no obligation review of your circumstances.
Alison Davis and Adrian James are authorised and regulated through Mulberry Wealth Management Ltd. Mulberry Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority (FCA). Our Financial Services Register number is 499351.