Introducing From X To Z

From X To Z aims to provide practical financial planning solutions for every generation.

I began life in financial services over 20 years ago with no knowledge of finance, cashflows, mortgages, investments, pensions, wills, tax or trusts.

Just a small list of things that should be taught in our schools, but are not.

Growing up I needed access to practical solutions that should be available for everyone, not just those with trust funds and a private school education.

I needed a solution for my Mum, who had to give up work to care for my Gran.

I needed a solution for my Dad after a car accident at age 40 prevented him from ever working again.

I needed a solution for our neighbour who had to sell her house to pay for care home fees.

If only I had been armed then with the knowledge I have now. I didn't have those solutions when they needed them. I have them now, for you and your family.