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Planning for Your Future
& Your Family's Future
How I Can Help You
At Redbridge Financial, traditional family values and financial security are the foundations of everything I do.
Thinking about the future can be scary, and full of complexity. So together, I try to make sense of it all, and map out a pathway that will give you the best possible chance of achieving your life goals.
I'll use our specialist analytical forecasting models to give you an idea of:
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When you could retire
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How much money you’ll have at any point in the future
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How your existing funds could grow and be put to best use
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How to minimise the amount of tax you might have to pay... and much more.
Why Choose a Chartered Financial Planner?
A Chartered Financial Planner is a mark of excellence in financial advice. With rigorous qualifications, extensive experience, and a commitment to ethical standards, I am here to help you feel confident about your financial future.
General Financial Planning
Expert Financial Planning Advice from a Chartered Financial Planner
Like any good financial planning expert, I help my clients to sleep soundly at night, knowing that the future is clearly mapped out, and that sufficient provision has been made for both the expected and unexpected events in their lives.
As well as this, I try to add a personal touch, ensuring that my clients can not only survive, but really live: have the holidays and adventures they want, provide for their children and grandchildren in the ways they want, and be able to celebrate life’s landmarks healthily and happily.
Typically, my recommendations will cover.
Typically, my recommendation will cover:
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Retirement Planning
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Financial Protection - Business & Personal
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Saving & Investments
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Tax Planning & Mitigation
So let’s chat.
There’s no obligation, and everything will be just between you and me.
No judgement.
Just good, honest, professional advice.
Retirement Planning
Let's Make Your Retirement
Comfortable & Enjoyable
Whether your retirement is imminent, or still a couple of decades away, just knowing what funds you have available to you can be very reassuring. And with a bit of prudent investment, it could give you a better standard of living that you might have thought possible.
I’ve spent many years helping people with their retirement forecasting and planning, enabling them to see clearly the road ahead, and signposting any areas of concern before it’s too late to do something about it.
Like any good financial planning expert, I help my clients to sleep soundly at night, knowing that the future is clearly mapped out, and that sufficient provision has been made for both the expected and unexpected events in their lives.
But then I try to add a personal touch, ensuring that they can not only survive, but really live. That means having the holidays and adventures they want, providing for their children and grandchildren in the ways they want, and being able to celebrate life’s landmarks happily and healthily.
So let’s chat.
There’s no obligation, and everything will be just between you and me.
No judgement.
Just good, honest, professional advice.
Will Trusts for Trustees
Specialist Will Trust Advice
If you are a trustee given responsibility for a trust for vulnerable beneficiaries – that is, beneficiaries with mental or physical challenges, or anyone who may lack the capacity to deal with the complexities of probate issues – I'm here to help.
Will trusts are designed to ensure that these intricate matters can be dealt with by trusted family, friends and advisors, ensuring that bequeathed assets are distributed fairly and in accordance with the wishes of those who left them.
But will trusts are not always straightforward, and specialist advice combined with a sensitive, empathetic approach is invaluable.
My services include:
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Making sense of the trust products available, and advising you on their appropriate application
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Providing expert tax planning relating to the special rules that apply to will trusts
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Ensuring that you – as a trustee – are aware of your powers, duties and responsibilities
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Overseeing the registration of any trust with the Trust Registration Service
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Ensuring that you and other trustees avoid the pitfalls of what can be a very challenging process at a time when you and they may also be dealing with grief and overwhelm.