Education Center

If you have a set of goals, but you don’t know how to put the plan into action, don’t worry. I am here to help you find the best possible solution. Educating yourself about retirement, savings, and taxes can help you to define and pinpoint exactly what you want to do with your money. Once you decide to hire a financial advisor, you’ll have a much better chance of managing your finances the right way.

A common misconception about money is that it’s easy to keep control of it. However, investing in real estate, planning a retirement, and taking care of various insurance policies is quite complex and most importantly – tiresome. Luckily, I am here to give you an insight into the crucial aspects of every investment. If you decide to control your finances the right way, don’t hesitate to contact me.

I have made a list of my services, take a look and see if you need any help about the following subjects:

Carl - education center image

Retirement Planning

I help my clients achieve their goals of retiring earlier than they can currently or on a higher income in retirement.

This means that they can do all the things they want to do when they retire like enjoy holidays and hobbies, have an active retirement and visiting grandchildren.

I help people calculate their current pension projections so they can work out what they can expect to receive in retirement.

I then help people to plan how to maximise their income for their future.


Education Planning for Children

I help people save for their children’s higher education so that they don’t have to fund this out of their income in the future.

University fees tend to increase at a rate higher than inflation so its important that this is planned for so that children don’t finish university with astronomical debts.

Life Insurance

Life insurance is a means by which you can protect your assets for the financial wellbeing of your family in the future against the unlikely but possible event of your untimely death.

Should you pass away, life insurance protects them by providing a death benefit (usually a lump sum, but in some cases regular payments) to cover their immediate financial requirements and ensure that they do not suffer financial hardship as a result of losing the family breadwinner.

I help people assess their potential liabilities and calculate to see if their existing company insurance plans (if they have any) are adequate for the above financial requirements.

Life Insurance

Investment property purchases

I help clients plan investment property purchases through one of our property partners.

They will help find a suitable investment property and arrange any loan for properties in the UK, Europe, Australia and the USA.

Existing Asset Management

A large part of my time is spent assessing clients existing assets held at other institutions or investment companies.

I help take over the management and servicing of underperformed assets and where clients have lost touch with their current advisor or not receiving the servicing they desire.

I usually start with a full portfolio analysis of existing assets to comment on any funds which are good and should be kept or which could be improved.

Life event

Life Events

Life events such as birthdays, marriage, divorce, and college also require detailed planning. While it is possible to go through the troubles of every single life event without much planning, it’s not advised because you can end up broke. Our lives change on a daily basis, and every day brings something new and unexpected. To prepare for the unexpected, you need to cover every aspect of your life, business, school, and more.

By being prepared for as many sudden things as you can is more than enough to save your financial integrity and save you from disastrous decisions.

The Conclusion

If you want to hire a consultant and forget about your money-related issues, then feel free give me a call. Many people struggle with finances, but only a fraction of those people decide to ask for help. As I said, people are quite reluctant when it comes to giving control of their whole life savings to a stranger. However, there is no need to worry because I’m here to work in your best interests.