*What Makes Me Different
I offer a comprehensive service enhanced with strategies proven to increase your peace of mind, boost your financial wellbeing, and improve your relationship with money. Whilst working together, I provide valuable perspective and guidance to help you stay on track. The approach I use is called "Lifestyle Wealth Planning and Advice".
Lifestyle Wealth
Planning & Advice.....
.....connects your wealth to the ability to maintain your current and future lifestyle.
I do this by helping you:
1. Identify your current lifestyle or, more commonly, a desired future lifestyle.
2. Create and monitor a plan to have enough money to fund that lifestyle for the rest of your life.
3. With any financial products you need along the way. (e.g. a pension, ISA, etc)
Online & Local
I offer local face-to-face meetings, but many clients now prefer the convenience of video conferencing via Zoom or Microsoft Teams.
History
What did you want to be when you grew up? I always wanted to be a financial adviser (yes, really!). I started my career in Financial Services in 2001. Since then, I have worked in administration, underwriting, compliance, training, and advising clients in both banks and estate agents.
After a hiatus from financial services, I set up Ironbridge Financial Services in 2019, just before COVID-19 (great timing, Adam!). I built this company independently and from the ground up to help people uncomplicate their wealth and make smart money decisions.
A bit about
products
I am fully independent, qualified and licenced with appropriate professional indemnity cover to advise on pensions, investments, commercial finance, mortgages and various insurances. All to help provide financial security for you, your family and your business.
When it comes to products - the key is helping you understand what they achieve and that they are all functional - not sold for commission or because they seem like a good idea at the time.
Where needed, I also have working relationships with other professionals to provide specialist services in areas such as wills and estate planning, equity release, health & wellbeing, tax advice and accountancy.
Most Financial Advisers...
...have too many clients that they don't look after. They only want to sell products and move you from one low-performing fund to another to justify their fees.
They often boast about the wrong things: the sum of the client funds they manage (AUM), their experience, and qualifications. If that sounds like your current Financial Adviser, maybe it's time for a 2nd opinion.....