I am Naomi and I am an independent financial adviser. When you need a down-to-earth, easy to talk to professional with more than 20 years’ experience in finance and investment planning, you can rely on me to unravel the complexities and translate the jargon into plain English. You will receive high quality holistic advice to help you take control of your finances.
Understanding money can be challenging, especially in our fast-paced world where nothing remains static for long. Together, we can help you gain financial strength through:
• carefully created financial education,
• developing and maintaining our ongoing relationship,
• fully understanding your current situation and future desires.
At our initial consultation, we’ll review your financial circumstances thoroughly, discuss your future aspirations and begin to create a holistic financial strategy to help achieve those goals.
Our ongoing relationship will support you during life-changing events, including marriage, divorce, looking after elderly relatives and many more. We will regularly assess and adjust as we monitor your financial wellness.
I can provide the very best financial advice in a wide variety of areas, including:
• Pension Planning
• Investment Planning
• Estate and tax planning
For many people, financial education would be of huge benefit. In 2019, 77% of students reported that they started university without understanding how to manage their finances. I’m on a mission to make a positive impact when it comes to simple, and more complex, finance planning.
When I’m not looking to change the financial world, I am committed to working on projects to help enhance diversity within our various communities, and enjoy spending time with my husband and three children.
Like to see if we are a great fit to work together helping to secure your financial wellbeing?
Get in touch today by calling me on 07785 530555 or emailing me on email@example.com