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 has been our trusted IFA since early 2017. He is extremely well informed and enables us to make calm, reasoned and sensible decisions with regard to all of our personal finances.

He is skilled at allowing us to become financially astute and allow us to live without anxiety about what happens with our money.

Joe continues to offer wise advice and support for which we are most grateful.

Mr R Porter