I am a Financial Personal Assistant. I will help you to manage your personal and family finances – anything from sorting out basic paperwork, however messy, to guiding you through complex financial decisions.
My clients are:
- busy people who want to ease the burden of managing their financial affairs
- attorneys and deputies looking after the financial affairs of relatives
- older people who don’t want to do it all themselves any more
- executors dealing with an estate
I can meet you in your home/office or at my office in Woking.
The first meeting is free.
Call 01483 776 662 or 07740 948 967 or get in touch using the form below.