My Business Expert- The Financial GP

His inspiration to specialize in lifestyle financial planning stemmed from his thesis which he wrote whilst undertaking his MBA at the University of Leicester from 2004. His thesis was on “remuneration and customer value”. His research proved that clients prefer to pay a transparent, flat fee and receive greater value by way of services rendered- That is ‘why they want their cake and eat it!’

He decided to go down this journey to maximize his clients’ value. In return from his satisfied clients, he requests recommendations. As a result of his work in the community as well as applying this theoretical model in reality, he received a fellowship from the Institute of Business Consulting, part of the Chartered Management Institute.

Many of his surgeons are also looked after by this strategic financial planner- the so-called Financial GP. He certainly thinks strategically, looks at your file holistically and in his meetings strives to apply his mission statement to your case study being:

“Increase capital, preserve capital and enjoy your current
lifestyle knowing that your future is financially secure".

My service is purely providing an introduction to my endorsed business expert and his details will be released upon contact.

To meet him personally at our upcoming event "Meet The Business Experts" click here

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