Expertise
- Tax Planning
- Trusts
- Investment
- Pension
- Inheritance Tax Planning
- Protection
- Pensions on Divorce
- Pension Transfers
- Financial Services
- Pension Planning
- Business Protection
- Employee Benefits
- Pension Auto Enrolment
- Pensions Freedom
- Estate planning
- investment planning
- enterprise investment schemes
- vct (venture capital trusts)
- Savings & Investments
- Corporate Services
Summary
I have been involved in financial services for over 25 years. I advise clients on all aspects of financial planning designed to grow and protect their wealth. I focus on really understanding my clients needs and financial goals and design bespoke financial plans to help each and every client achieve their goals.
Creating financial security for my clients allows them to live the lifestyle they want.
Creating financial security for my clients allows them to live the lifestyle they want.
Expertise
Whilst my services cover a wide range of financial matters, my expertise mainly covers pensions and investments. The bulk of my work currently is in retirement planning, more so in view of the significant pension rule changes recently announced.