I encourage my clients to protect the money machine. If it breaks down income ceases and that leads to financial problems. What’s a money machine? It’s the person who puts food on the table. It cannot be repaired like a TV, car or just disposed of and replaced. “Protect your income.”
My specialities include:
As a business owner, are you aware of the consequences of the death/serious illness of a fellow shareholder/business partner/key employee This can be dramatic and could have a serious impact on your business but there are various forms of protection that you could put in place beforehand to cover for this. If you want to know more about how you can protect yourself and your business then get in touch and we can arrange a consultation.
People who are serious about Financial Planning for their future security.
I`m looking to connect with business owners, families, individuals and contract workers who have the desire to move forward with their financial planning life assurance, business protection, mortgages.
We have known Richard for many years now and have trusted him with our financial affairs. Without a doubt, we wouldn’t want anyone else to work for us now. Richard is a hardworking man of integrity, who has always gone that extra mile on our behalf. His work ethic is one of diligence and caring about what is best for his clients. He takes time to get to know exactly what his clients want now and in the future and produces a detailed plan for this to happen.
Richard has organised two successful mortgages for us over the years, both being challenging to say the least. He dealt with them both personally in a very professional manner and gained us the best possible deal and getting us the happy conclusion.