I am a Wealth Management Consultant also known as ''financial cartographer''. I help you design your own bespoke road map.
My role is to understand your ''point A'', which is now, and also your ''point B'' which is the future. By understanding where you want to go, I can design a way to get there.
This is a dynamic environment which takes into consideration:
* your attitudes to risk
* your future plans
* taxation status
* life events (children, marriage, divorce, change of job etc.)
* protection of your lifestyle and those nearest and dearest.
The old adage always rings true: ''People don't plan to fail, they fail to plan''.