Specialisms
About
I’m a Financial Planner at Menzies Wealth Management and I help clients organise their financial affairs to meet their goals and objectives, whatever they may be. I work with individuals, families, business owners and trusts.
I can work with clients by either building a comprehensive holistic financial plan or on specific areas. The aim is to make sure the client understands their situation, both present and future, and to ensure that they are in the best position possible. Cashflow modelling is a very effective tool to help a client see their financial future.
I take pride in helping clients feel confident in their financial plan, especially if they have experienced a significant life changing event.
Please drop me an email to arrange a ‘no obligation’ initial conversation to discuss your situation and how I might be able to help with your financial plan.