Clarity about
your money.
Confidence about
your future.

Personal financial planning

If you feel uneasy about your financial future, confused by pensions, or simply want a clearer understanding of where you stand, you are not alone.

You may have workplace pensions from different jobs, savings you are unsure what to do with, concerns about retirement, or questions about where your pension money is invested and what influence it has.

Alongside my work on Your Pension Your Planet and Green Pensions, I offer one to one financial guidance for individuals who would value experienced, independent input.

This is not regulated financial advice and there are no product sales. These are structured conversations designed to help gain a better understanding of your current financial position, how your pensions and savings fit together and what options you might have.

Areas to look at could include:

• workplace or personal pensions
• how pension money is invested
•retirement income and future planning
• older pensions from previous employers
• savings and general financial organisation
• questions you may want to ask providers or advisers

These sessions are particularly suited to those of you who can’t afford full financial planning but would still value clarity, context and an experienced second pair of eyes.

Fees are simple and transparent.

First meeting, up to 90 minutes, £150

Follow up sessions, £120

If you would like to arrange a conversation, please get in touch.