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I have over 25 years of experience advising private individuals (young & Old) and some companies. I love my job. I explain things in plain English. It may all seem complicated and expensive, but I am very good at keeping it simple. Many of my older clients just need someone to sit down with them to give them reassurance and peace of mind. My main role is not about investing someone’s money to try to make it grow without too much risk or high/unnecessary fees and charges. That is a tiny part of it. Most of my conversations are about getting to know you – what are your plans, objectives, goals?
When I tell people what I do - most people start by telling me “ I don’t have any money, or I don’t need financial advice!” – that is a very normal reaction but there are so many things I can help with. It really doesn’t cost you anything to sit down with me for an initial chat and most people that I sit down with do benefit – even if it has helped them just to understand something better. I am not a salesperson – I am an adviser who likes to take time and build relationships with clients and their families. If I can help, we will agree any fees before any chargeable work starts. I also enjoy networking and building relationships with other professionals to help and support each other’s clients.
• Savings - finding the best accounts • Investments – do you need income or growth or both? • Life insurance/protection – for your family, for your mortgage OR for helping reduce inheritance tax later in life. • Pensions/Retirement – can you afford to retire? How much income will you need/get? • Tax efficiency • Inheritance tax planning – Should you look at Gifting or Trusts to reduce your children’s tax burden ? Helping reduce the amount of tax HMRC will take from your estate. • Understanding the care home system
I have connected with lots of new people which wouldn't have happened had it not been for WIBN. I highly recommend joining to help you grow your network and develop your business"
Joanna Lorente-Chapman
King's Cross Group
“Every year, the revenue generated through networking and the connections I’ve made via WIBN has increased year on year”
Anne Iarchy
Golders Green & Finchley Group
"WIBN has been integral in my business growing from strength to strength through the networking of like-minded women. I have gained business and referrals that have been profitable and had the opportunity to make connections
that have been beneficial and hopefully have been able to do the same for other members."
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