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I love solving personal finance puzzles and helping people live their best life. Enjoying the present whilst planning for the future can feel like a tricky balancing act, but we all owe it to ourselves and our loved ones to try!

I have worked hard to achieve a level of financial independence and over time I have come to realise that none of us can ignore or outsource your personal finances and expect things to come together by chance. There are lots of resources and best practices available but the first step is taking ownership, baby steps at first…I want to help people take these critical first steps.

I can meet you where you are, whether you are a personal finance novice or already up to speed and wrestling with decision making. I promise a kind, friendly and honest dialogue, my goal is to simplify financial jargon and increase self-confidence for my clients.

With the exception of health and wellbeing, I believe financial security is the most important issue facing most of us. Having a trusted, objective and knowledgable mentor will give you the structure and support you need to make the right decisions specific to your circumstances.

Andrew Redfern

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What clients say

Securing your family’s future
“Very supportive and encouraging. I really feel like I have someone who is helping me plan for the future and create a strategy that will benefit my family in the future.”
Retiring early
“I’m feeling more confident about retirement now – we’ve put a clear plan in place, and I’m on track to retire even earlier than I thought.”
Buying a dream home
“I’m so excited – I can finally see exactly when I’ll be able to buy my dream home. Having a clear plan makes it feel real.”
Growing your family
“I felt really understood. As a woman, she understood why I might want to reduce work or take a break for my family. We worked together to build this into my plan.”
Leaving a legacy
“Really knowledgeable and quickly focussed in on what would benefit me most – inheritance tax, lasting power of attorney and when I’d actually like to retire. I’m feeling more confident about my plans.”