I have launched Money Pathway to offer my help and experience to anyone who feels they can benefit from the clarity and focus that having a workable and relevant financial plan can bring.
“I have over 15 years’ experience in a number of roles in financial services and fully appreciate why, to many of us, obtaining and acting on a long-term financial plan can seem daunting and intimidating.”
Money Pathway offers a range of services and solutions that are targeted at empowering financial planners to maximise the benefits of cashflow modelling, as an integral part of lifestyle financial planning
Financial well-being is important to our sense of fulfilment and happiness but what does this mean? In simple terms it means having an understanding that, even at the toughest times, you are making plans and taking decisions that are in your own interests and will serve you and your loved ones well now and into the future.
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