We offer a service whereby all meetings are done via video meetings. The services offered and the fees are exactly the same as for our other clients.

We use screen sharing technology to develop your financial plan and answer all of your important financial questions.

Please let us know at the outset if you would like to opt for this service.

What our clients say

Joe immediately put me at ease with his friendly and approachable manner. I trust Joe and his advice, and am confident that our retirement is in safe hands.

I look forward to my annual review meetings, but I also know that Joe is at the end of a phone (or an email) if I have any concerns in the meantime.

I would have no hesitation in recommending Joe to anyone.

Mrs S Quinlan