Bay Tree Financial Plannning

I believe the best way for me to give financial advice is to really get to know you, and to achieve this I create a relaxed and informal atmosphere for our meetings. When you visit the office in the beautiful Cornbury Park Estate, you are taken out of your busy environment where you can focus on ‘you’ over a cup of tea and a biscuit, if I’ve left any! All my clients are treated as individuals; you may go through the same six-step process, but all my advice is tailored specifically to you and your needs. No matter how complex or simple the advice is, I will ensure you understand any financial advice you proceed with. You will see from my case studies and LinkedIn recommendations, that many of my clients appreciate my ability to explain financial matters to them in a way that is easy to understand. During the advice process if I am unsure of an answer to your question or details of your existing arrangements, I will tell you. I am confident enough to tell you and to go and approach the right people to get you the best result.