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Be SMART
by Steven Hennessy |
Free |
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Financial Planning is Simple
by Steven Hennessy |
Free |
As an independent financial adviser, Steven helps people understand and manage their investments and pensions. His priority is to cut through confusing financial jargon to make things clearer - and easier to take action.
I specialise in advising on investments and pensions.
Experience tells me that the biggest hurdle to people effectively managing their own finances is jargon. Pension statements employ a lanuage of their own which quite often cause unnecessary confusion and, sadly, inertia.
My priority is to cut through this jargon so that you can have a clear understanding of your resources and the action you need to take with those resources to achieve the things that really matter to you.
Hi, I'm Steve and I can help you understand and manage your investments and pensions.
For over ten years I have provided objective assistance and financial advice to legal professionals and their private clients.
I advise lawyers specifically on
Pensions on Divorce, and
Portfolio Management for trustees and Deputies.
I also provide bespoke financial planning and advice to private clients who wish to organise their financial affairs so that their lifestyle objectives are achieved more readily.
My clients are more than capable of managing their own financial affairs, but very often, perhaps due to business or family commitments, they lack the time or resources to do so effectively.
Once we have designed and implemented an individual's financial plan, they are free from the anxiety that they should be doing more with their financial resources in order to secure the lifestyle they want.
I look forward to hearing from you.
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