I am now entering my tenth year in financial services – initially I worked as an investment manager for private clients, I turned to financial advice in 2017 as I wanted to spend more time working directly with people to create coherent financial plans to cover all of life’s eventualities.
My priority has always been my clients’ happiness, with the financial plan created, the service provided and the financial security afforded by financial planning.
If I do not understand someone’s hopes, goals, and even fears, for the future, how can I go about creating a financial plan for that future? My aim is to build a trusting and open relationship with clients so that we can explore the best options available across the financial market place to help their money fund their dreams. I believe that financial education and empowerment are as important as financial advice and strive for collaborative relationships with my clients, it is their plan, their life and I am here to enable to best outcomes for their financial future.
Likewise, I can’t tailor my advice specifically to my client if I am beholden to a restricted relationship with a handful of providers, for that reason, independent financial advice is paramount to me and a key reason I chose to set up my own company and join forces with Vision to provide the support to Grovely Financial, my independent financial advice practice.