A goal without a plan is just a dream. Money Smart will help you plan the life you want.
Make your money work harder to meet your life goals. Get to where you want to go.
I consider every aspect of your financial life and goals before making any recommendations. That’s the key to smarter decision making.
My financial planning advice is objective and unbiased. I search the whole market for the best products for your pocket, not mine.
Keep it Simple
Financial products can be complicated so let me do the work. I explain everything in jargon-free plain English.
I work for you all year round, monitoring your investments and providing ongoing financial advice – at no extra cost.
Sometimes it only takes a line or two to capture a big idea. A good quote can inspire us, motivate us and encourage us to think about money in a positive way. Here are some of my favourites. “Not everything that can be counted counts, and not everything that counts...
A will is a formal witnessed document that sets out how you wish to dispose of your possessions (also called your estate) on death. It’s a fairly straightforward document to put together but as it’s so important I would strongly advise you to use a solicitor to help...
In what is now being dubbed the Great Lockdown our lives have changed immeasurably. Many of the things we take for granted in modern life such as eating out or commuting or going on holiday have been suspended. When we do eventually get back to some kind of normal we...