Planning your future is an ongoing process that helps you make sensible decisions about your money so you can achieve your goals in life. It should be highly engaging for you! We hold the necessary qualifications, insurances and regulatory permissions that will give you the reassurance you’re working a professional business. I’m the founder and owner of the business. I’ve been working in my profession since September 1996 so I’ve a pretty good understanding of how things work and I feel I can relate to clients in a way they can understand and engage with.