As a Financial Planner I assist my clients to realise their financial goals and objectives, through holistic financial planning (looking at the bigger picture). How do I do this? Importantly, by listening and understanding my client’s needs, which allows me to provide a comprehensive financial planning solution and wealth management advice. It’s about building long term relationships with my clients, with the aim of helping them achieve their financial goals, making their investments work harder for them, sending their children to university, and protection, in the event of a serious illness or death. Pre-Covid years, I did this via a ‘face to face’ meetings, now my meetings are held via the medium of Zoom, Microsoft Teams, Facetime, or the good old-fashioned phone… and where possible on a face-to-face basis to. This has been received positively by all of my clients.