Expertise
- Financial Planning
- Screen to screen services
- Cash flow modelling
- Specialist Pensions advice
- Financial Advice
- Investment Advice
- Mortgage Advice
- Employer financial planning
- Employee financial planning
Summary
We provide a digitalised cash flow modelling service that enables those who engage with us to receive a personal financial plan and explanatory video completely at our expense. We passionately believe that everyone should have a financial plan first before taking any financial advice. We can provide this to any indiviual and employees of Employers that care about their staff's financial wellbeing.
Contact me for further information.
Experience
-
Lifetime
Business Development Manager
- Current
