Expertise
- Inheritance Tax Planning
- Wealth Management
- Income Protection
- family protection
- Pension Transfers
- investment planning
- Pensions on Divorce
- ISA's
- Investment
- Trusts & Estate Planning
- Business & Personal Tax
- Retirement & Pension Planning
Summary
Due to work and family obligations, many lack the knowledge, experience, and resources necessary to make sure that their financial welfare is continuously taken care of year after year.
I ensure that each of my clients has a sound financial strategy that is routinely evaluated and enables them to re-strategise if the market or their particular circumstances change. I establish lasting relationships with my clients to make sure that their personalised financial plans are in line with their long- and short-term goals and ambitions.
I am able to advise on a holistic range of services for my clients including:
Pension planning - Pension Consolidation, contractor pensions, personal pensions
Investment planning - ISA's, Unit trusts, VCT's, EIS's & Bond's
Business & Personal protection - Life & Critical Illness insurance, Income Protection - Relevant Life, Shareholder protection
Experience
-
Southover Wealth
Financial Planner
- Current
Education History
-
Banking, Corporate, Finance, and Securities Law
University of Hertfordshire
2012 - 2016
Qualifications
The London Institute of Banking & Finance
Diploma in Financial Advice (DipFA), Financial Planning and Services
Clubs and Associations
LIBF
Interests and Hobbies
In his spare time I enjoy spending time with his family and partaking in sports such as boxing, snooker and golf.
