Expertise
- Auto Enrolment
- Tax Planning
- Advice
- Business Planning
- Inheritance Tax Planning
- Life cover
- Income Protection
- Financial Services
- Retirement Planning
- Pension Planning
- Business Protection
- Estate planning
- Business Sales
- Financial Adviser
- Buy to Let mortgages
- Private Medical Insurance
- Long term planning
- Remortgages
- Mortgage Advice
- Financial Advice
- Critical Illness Insurance
- Investment Planning
- Trust Planning
- Relevant Life Insurance
- Advice & Guidance
- Mortgage adviser
- Death in work insurance
- Mortgage & Protection Advice
- Investment Bonds
- Estate tax planning
- Retirement & Pension Planning
- Trusts & Estate Planning
- Workplace Pension Schemes
- Pension Advice
- Investment Advice
- Retirement Advice
- Individual Pension Schemes
- Corporate Advice
- Corporate Protection
- commercial and residential
- Residential
- Protection and Insurance
- children protection
- Corporate benefits
- Onshore and offshore Bonds
- Pension advice & transfers
Summary
I am an indepenedent financial planner and areas of expertise include: pensions & retirement, estate & inheritance tax, investments and protection. I work with individual and corporate clients and business owners/directors.