Working with me

I'm passionate about helping individuals, families & business owners to help them overcome their money stressors, make better financial decisions and achieve their financial goals.

I work with clients one to one and in small groups, usually around a dining room table, but in all cases, clients are happier and live a more carefree lifestyle, without stress knowing they have an adviser they can trust.

Impartial and affordable advice, will help you to review existing financial plans and aligning what you have with your current situation (personal, family & business) and your financial goals.

What are your current goals ?

  • When did you last really review your finances ?
  • Set exciting but achievable goals.
  • Weed out necessary expenses.
  • Find hidden capital.
  • Get your money working harder.

Discover your money

  • Take a little time to remember what you've achieved already.
  • Let me take more time to find out what your current plans are doing for you.
  • Discover your real wealth.
  • Book your free session here

Declutter your finances

  • How many different schemes have you invested in ?
  • How many times have they changed names ?
  • Do the statements all come in when you want them to ?
  • Are they still relevant ?
  • Did you even look at that last statement ?
A declutter from Money Makeovers can help you to sort out what you need, make space in the filing cabinet and more importantly, save you money.

Money and divorce

  • What are your assets really worth now ?
  • Is chopping them all up equally, the most useful solution for both of you ?
  • How much can you borrow as a mortgage for your new home ?
  • Is there any financial support available ?
Money Makeovers can assist with the calculations and support your decision process. We regularly work with divorce lawyers and their clients around this time to provide prompt information. Contact Julie to book your free Discover Your Money session.

Money and Divorce

Divorce is a huge step and not one to be taken lightly due in part to its enormous emotional and financial ramifications. Pre-divorce planning is not about taking your spouse for all you can. It's about making smart choices with a clear mind. It involves carefully planning out all aspects of your life from where you are now to where you would like to be. It requires methodical preparation in the months leading up to informing your spouse you want a divorce. The more you plan, the better your position will be in your post-divorce life. Every situation is different and meeting with a financial planner to discuss your options objectively can really help to prepare you for your life ahead.

You don't have to be a great mathematician to realise that it is likely to cost more to run two separate households, double the mortgage, bills etc., and if one of you has been at home to bring up the kids, this can make matters even worse, as you could be trying to run two households on half the income you're used to.

While many couples think about how to split their assets, it may be more important to work out how much income you will need on your own, and how you can achieve this.

Money Makeovers offers Financial Planning which does not involve the advising or selling of any financial products is not regulated by the Financial Conduct Authority. Tax advice which contains no investment element is not regulated by the Financial Conduct Authority either. Other areas of advice which are not covered by the Financial Services Act will be clearly identified and brought to your attention. Where specific regulated advice is required, this is offered in conjunction with our associate company, Gill Rhodes Wealth Management. http://www.gillrhodeswm.co.uk/team.html
 

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