About
As a Newcastle-based financial advisor and mortgage broker, I hear many stories from my clients of plans they wish they had in place. Life can change so quickly with a new job, getting married, buying a home, having a family, and the unforeseen. All these events can have a significant impact on your lifestyle.
Even though naturally you always make things work out, the feeling of financial independence takes some of the worry away when these life changing events are upon us. So one question I ask my clients is “what is financial independence to you?”
Financial independence means so many different things to so many of my clients. My role as your Financial Advisor is take the time to understand you, your aspirations and to be your dependable partner throughout the journey. Well beyond any initial service, our support and guidance, can ensure we achieve what is important to you.