Together, we will work through your planning issues and help you to understand visually, as well as conceptually, the implications of taking particular decisions.

Once we’ve discussed and modelled the various different scenarios, we can mutually agree a strategy for moving forward. Naturally, this will include clear, understandable advice on all of the major financial decisions you are facing, as well as how best to structure your finances for the short, medium and long-term, in accordance with your personal circumstances and objectives.

A written summary of our discussions, the agreed actions and the rationale for them, will follow for your reference.