Services
Why Work With Me
Working with me means gaining wealth and knowledge that can help you and your family achieve financial security and more time to experience a fulfilling life. As an Advisor, I help my clients with ways to better maximise their finances and invest their money in an efficient and effective way. I spare my time speaking with clients to review their current plans and help to build a long term plan to ensure their reach their personal goals.
Financial Advice
Providing regulated advice on pensions, investments, insurance and financial planning.
Benefits:
Help reach your financial goals
Give you more time back to spend time on things you enjoy doing
Help invest your money more efficiently
This service is suitable for individuals who want to improve their finances, effectively utilise their shares and stock options to achieve financial stability and peace of mind.
Financial Coaching
Providing guidance and education on how to manage and structure your finances. No regulated advice or products are recommended in this service. This would be provided independantly, called GPS Finance.
Benefits:
Improve your finances
A clear financial structure
Feel confident managing your finances
Reduce debt
Get their money mindset right
Reduce your debt and improve your savings
Proud to be Chartered
I am proud to hold the CFP® certification, the only globally recognised mark of excellence in financial planning and a degree-level qualification. As a CFP® professional, I have demonstrated extensive theoretical and practical knowledge in the field. Additionally, I hold the Chartered Wealth Manager qualification, a postgraduate-level specialist qualification that encompasses the breadth of knowledge needed to provide the highest quality investment management services to clients.
Michael G Donkor