The What, How, Why & Who we are
The freedom you’ll have in the future depends on the financial decisions you make today.
We can help you to make good decisions.
Our proven formula for successful financial planning
We get to know you, your goals and what’s important to you.
We create a financial plan, in plain English, to help you have enough.
We put the plan into action, moving you closer to your dream.
We monitor the plan and if it needs to change, so you don’t need to worry.
Don’t take our word for it, here’s what our clients say
“Full review of my income, assets, savings and out-goings enabling me to make the decision to give up full time employment before 60.”
“[We] started to become a little better off and wanted advice on sensible investment. [Jessamy put her] focus on understanding our personal needs rather than imposing a sheep-dip solution.”
“Jessamy took the bull by the horns and took a global look at our financial situation and put into place some sound plans for our future”
“Totally turned our pensions situation around, put our affairs in order and gave us fabulous advice about how to next move forward with our finances as well as forecasts for the next few years.”
“I feel reassured that I can afford the retirement lifestyle I would like.”
“Jess is the consummate seasoned professional FA who I have entrusted my business and personal financial management for the past 15 years. I cannot recommend her highly enough.”