I provide: Wealth Management ~ Tax Advice ~ Business Advice ~ Mortgages
I am not a financial adviser.
My aim is to get you safe, richer, and savvy
Even though I have all the qualifications going, including diplomas and other stuff, there is no substitute for having life experience, and being in business.
I hate the term “Financial Adviser”. In the Costas, it conjures up slick handshakes, bad deals, and up front commissions.
I have none of these.
Trust is needed on both parties.
Improve your income, pensions, and investments.
Get your social marketing on fire.
Improve your business turnover.
Make you happy.
If you wish to deal with me, on whatever level, from 20 E per month, please e-mail me.
Arrange a free one hour review. 0034 744 481 904
We meet for half an hour over coffee, to chat about anything involving your money, and anything you are concerned about. You will get a feel for the way I work, and how I can help, and I’ll get to know you.
A full meeting depending on how complex your affairs are. I’ll make a note of all of your arrangements, any existing investments and retirement plans.
I’ll go away and prepare a written report for you.
We will go through the report together, and ensure you understand it fully.
If you decide to go ahead with my recommendations, I’ll do the paperwork for you.
I undertake to meet with you every six or 12 months to keep on checking that things are on track.
I hope that you look forward to my forthcoming articles.