Graham Barnetson - Financial Adviser
Everyone has their own idea of the perfect lifestyle. Mine includes the freedom to travel, to enjoy my hobbies – scuba diving, motorcycling, hill walking – and to use my business and leisure skills to protect the environment, particularly through marine conservation projects.
I am probably not alone in finding it challenging to balance work, family and individual responsibilities to achieve my lifestyle goals, and it can be challenging to know how to act now to make future goals achievable.
New clients often say they come to me because they feel frustrated about not having clear financial plans and are afraid that their future dreams may never be realised, or they find pensions and taxation complicated and are worried that plans they made in the past may no longer be appropriate.
I am often asked:
• When can I afford to stop doing the things I have to, and start doing the things I want to?
• How can I ensure that I never run out of money?
• What must I do to ensure that the people I care about are financially secure whatever happens?
Perhaps you’ve asked similar questions yourself, or know someone who has?
Each person and each situation is different and your life and aspirations are unique to you. To be able to help you, I’ll need to understand the big picture of your life, so I’ll need to ask lots of questions; I expect you’ll have questions for me, too, which I’ll be happy to answer.
If we decide we can work well together and you choose to become a client, I’ll use this understanding of you and your circumstances to make bespoke recommendations that answer your questions and underpin your goals.
Whether it is personal financial plans or plans to support your business objectives that are front of mind for you, I may be able to help. Before becoming a financial advisor, I spent 25 years in the engineering sector, progressing from business owner to international-level management roles. I’m familiar with the challenges, risks and financial decisions facing organisations of all sizes. If I cannot help, I may know someone who can.
Shall we start with a phone call to find out if I can help you?