How I Work
Often my client’s are time poor and are busy juggling work, life, children or grandchildren so dealing with their own personal finances gets put to the bottom of the pile.
They know they ‘should’ be doing something but digging out the relevant paperwork or making time and space to think about their current position, what they want to achieve and how best to do it feels overwhelming or too much of a headache at the end of a busy day.
Just knowing where to start can at times feel daunting and that’s before they’ve started wading through the technical jargon, figures and projections which mean nothing without any context and deeper understanding as to what they want to achieve for themselves and their families.
By working with me, I remove the headache
So what happens… quite often, clients just don’t bother out of fear of getting it wrong, so instead keep the status quo, or they promise themselves they will deal with it next month, or at the end of the Summer or in the New Year and before they know it several years have passed them by. This in turn leaves them frustrated and more concerned about their financial future.
I DO THE HEAVY LIFTING so my clients have time and space to think about what’s important to them, what they want to achieve and what a life on purpose will look and feel like so we can build a financial plan which is unique to them and their life and money goals.
The Process is Simple
The initial stages will involve me getting to know you so I can deeply understand what’s important to you and what you want to achieve.
I’ll then gather all the relevant information, carry out the necessary research and use some jazzy tech to help build your financial plan and give you a visual representation.
Once agreed, I’ll then put any suggested policies, products in place and keep you updated as things progress. Once everything is set up, we’ll then diarise your review so we can make sure you continue to stay on track with your plan.
“Know what makes you happy and do everything you can to build your life and financial future to support this ”
-Rebecca Andrew
Get in touch
Contact Rebecca to discuss your financial strategy…
Phone: 07816 971766