Generational Planning Group

After over 30-years in the profession, I have learned a great deal about clients and how they like to receive advice. I believe that what most people are looking for is a long-standing relationship with an Adviser who is reliable, knowledgeable and above all, trustworthy. After all, determining how we manage our finances during our lifetime and who should then benefit from them after we’ve gone, are some of the most important decisions we will ever have to make. It follows, then, that receiving the right independent advice and guidance is critical.

With all of this in mind, I founded the Generational Planning Group on what I consider to be the three core principals of advice: ‘Integrity, Trust and Experience’ My Advisers are trained to look at every aspect of a client’s financial situation in order to create a holistic plan for them that will not only preserve, but also enhance multi-generational family wealth. I also ensure that any advice and guidance that a client receives from our in-house professionals or by of referral to one of our carefully chosen panel of external specialist companies, is of the highest standard.