Expertise
- Financial Adviser
- Pension Advice
- Investment Advice
- Pension advice & transfers
- Pension Planning
- Pension Consolidation
- Pension contribution
- Retirement & Pension Planning
- Retirement Advice
- Retirement Options
- Investment Planning
- Investment arrangement
- Inheritance Tax Planning
- Life Insurance
- Income Protection
- Family Income Benefit
- Kent
- Thanet
- long term investments
- Long Term Care planning
- Ramsgate
- Margate
- Broadstairs
- Birchington
- Cliffsend
- Independant Financial Advice
- independent financial advisers
Summary
I am an Independent Financial Adviser based in Thanet, Kent with over thirteen years of experience in financial services. I specialise in providing comprehensive, long-term planning for the accumulation and drawdown of pensions and investments in retirement.
I also offer services in regard to income and inheritance tax planning, as well as helping to secure the current position of families and individuals in the event of accident, illness, death or unemployment with appropriate protection policies.
Having had personal experience of divorce, bereavement, self-employment, and single parenting, I am particularly keen to help others facing life's challenges.
Please contact me to discuss your financial objectives and goals and see how I may assist. I offer a no obligation, complimentary initial meeting in the comfort and convenience of your own home with either an online or face-to-face meeting. I am also very adept in working with clients with busy lives and are happy to communicate by phone or email.
I look forward to working with you.
Experience
-
Truly Independent Ltd
Financial Adviser
- Current
