Money continues to cause the most worries for many parents and I really want to help change this. According to the CPAG, the overall cost of raising a child up to age 18 is a staggering £185,000 for lone parents and £151,000 for couples (2020). My goal is to help parents ease this financial burden by providing them with different options, sharing knowledge and working together to create a plan – so they can have peace of mind when it comes to their children’s financial future and instead spend more time enjoying family life!
I work as a Financial Planner for Frizzell Wealth Management, a Senior Partner Practice of St. James’s Place Wealth Management. St. James’s Place is regarded as one of the leading wealth management organisations within the UK and is regulated by the Financial Conduct Authority. Frizzell Wealth Management offer bespoke financial and wealth management advice to individuals, families & businesses in Oxfordshire, the home counties and London.
Topics I can discuss with you include – opening a junior ISA, investing into the market, child pension, family income protection, emergency fund for unexpected childcare costs, saving for future education etc.
Regarding fees, I want to be open because I understand how confusing it can be within the financial services industry. All our conversations are free until you confirm you would like to work together to plan your children’s future – you can decide at any point to not take things further and there will be no charge if you do. The number one goal is that you feel comfortable and trust your decision because I recognise how important family planning is. I am here to help you so please do reach out if you have any questions on anything.
I am a dog mum to a puppy called Bailey and live in Henley-on-Thames with my partner . In my spare time I enjoy eating out with friends, walking along the river and spending time in the sun (although in the UK this is more of a rarity!).
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