Schaefer Financial Management
I am an Independent Financial Planner at Schaefer Financial Management. As a financial planner I serve individuals, families and businesses by providing personalised financial planning to help them to achieve their financial goals.
At the core of our personal and company values is a firm belief in offering unbiased financial advice based on traditional principles of integrity and professionalism.
We want to build sustainable long-term client relationships so that we can guide individuals and businesses through their financial life with the best tailored solutions to meet their financial goals.
Clients come to Schaefer with a range of needs and challenges. They may have just started a family and want to ensure they have sufficient protection for dependants. They may be thinking about retirement and are concerned to know whether they have enough money to live in the manner they desire. Or they may want to ensure their financial legacy will live on for the next generation in the most tax efficient way possible. My role is to review a client’s financial position and to help them achieve peace of mind in understanding whether they are on track to achieving their financial goals and if not, what they need to do to get there.
In my spare time I love sport, although my hobbies have taken a change in direction since having a little boy. I enjoy going to the gym, running and swimming and love the outdoors. As a young family we spend most of our weekends walking and cycling when the weather permits. We love exploring the natural beauty of Wales and the South West.