About Me

At Customised Financial Planning, we position ourselves to be your trusted:- Financial Coach and Mentor, assisting you with your financial decisions with the aim of of giving you "peace of mind" - Strategic and Technical Adviser, guiding you and helping you manage the changing circumstances of your life and identifying and dealing with the everchanging laws and regulations that affect you-- Investment Adviser, applying robust, considered, tailored investment strategies which are appropriate for you and reviewing the investments on an ongoing basis. - Project Manager, ensuring that the strategies we recommend to you are implemented and that you don't get bogged down in paperwork.