Posted in Financial Planning

I quite often get asked 'what is it that you actually do, Dean?', apart from dinking a lot of coffee and going to 'seminars'. I think the following sums up what I do as a professional Financial Planner: I find out all about you: where you are now, where you want to be, what you want and what you have. Then I come up with the best way to help you get what you want, and get you where you want to be. Then I co-ordinate everything and everyone to make it happen. ...