As the author of the book '10 Steps to Financial Success- how to get the best life you can with the money you've got.' I work with clients that have £100,000 of investable assets or more and who need a hands on and comprehensive approach to their financial planning program. If you become a client I will take you through my 10 step comprehensive financial planning process that gives you the highest possibility of achieving your goals and objectives. We will covers area's such as your goals, concerns and objectives, retirement planning, investment strategies and basic budgeting tactics. I will also provide lifetime cash flow forecasts that will enable us to 'see' your financial future and the chances of you achieving your objectives. I will also help you become more organised financially so, not only will you have the optimism of growing your wealth as it's required but also you will have peace of mind that you are making every penny count.