I believe that financial planning is about much more than money.
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Throughout my career I have worked with successful individuals and families who have done many of the things society tells us should make us happy.
They've built careers, saved diligently, invested wisely and accumulated wealth. Yet many still feel uncertain about whether they are making the most of their lives.
That is why I created 123-Wealth. Not to help people accumulate more for the sake of it, but to help them use their wealth more intentionally. To help them gain clarity. To help them make confident decisions.
And ultimately, to help them get more life from their money.
I am a Chartered Financial Planner and Fellow of the Personal Finance Society, I began my career in financial planning in 2010 and started to help clients to make informed financial decisions in 2013, something I continue to find genuinely rewarding
Before founding 123-Wealth, I spent many years advising clients within large financial planning firms and was fortunate to work with hundreds of individuals and families across a wide range of financial situations.
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123-Wealth works alongside carefully selected professional partners to help deliver an exceptional client experience.
This includes working with Sense Network for regulatory oversight and a range of specialist businesses who support areas such as technology, compliance, administration and client experience.
When I'm not working with clients, you'll usually find me spending time with family, walking the dogs, exercising, reading or planning the next adventure.
Because ultimately, the things that matter most to me are not very different from the things that matter most to you.
Book your initial conversation today to get started.
