Summary
I am a Financial Planner working with personal and corporate clients. Advising on protection, investments, pensions and mortgages with a choice of in-house as well as whole of market products. Sanlam Private Wealth are based around the UK with offices in North Wales, Bristol and London. I myself am based in Manchester and service the whole of the North West and Yorkshire.
www.sanlam.co.uk
Protection: Life cover, Critical Illnes cover, Income Protection, Business Protection, Relevant Life cover, Mortgage Protection, ASU, Group Life, Group Income Protection
Pensions: Personal Pensions, Section 32, Pension transfers, SIPP, Drawdown, SSAS, Group Pension, Stakeholder, Executive Pension, Retirement planning, auto-enrolment
Savings and Investment: ISA, onshore Bonds, offshore bonds OEICS, Unit trusts, Discretionary Fund Management, Portfolio construction
Mortgages: Private and commercial mortgages, re-mortgage, buy to let
With the upcoming changes to the industry we have developed a client focussed advice process which emphasises the need for financial planning. Whether this is protecting you and your family, ensuring you are well prepared for retirement or planning for long term investment goals, we will tailor a plan around client needs and aspirations.
I am a Diploma qualified adviser and currently working towards Chartered status.
www.sanlam.co.uk
Expertise
Protection: Life cover, Critical Illnes cover, Income Protection, Business Protection, Relevant Life cover, Mortgage Protection, ASU, Group Life, Group Income Protection
Pensions: Personal Pensions, Section 32, Pension transfers, SIPP, Drawdown, SSAS, Group Pension, Stakeholder, Executive Pension, Retirement planning, auto-enrolment
Savings and Investment: ISA, onshore Bonds, offshore bonds OEICS, Unit trusts, Discretionary Fund Management, Portfolio construction
Mortgages: Private and commercial mortgages, re-mortgage, buy to let
With the upcoming changes to the industry we have developed a client focussed advice process which emphasises the need for financial planning. Whether this is protecting you and your family, ensuring you are well prepared for retirement or planning for long term investment goals, we will tailor a plan around client needs and aspirations.
I am a Diploma qualified adviser and currently working towards Chartered status.