Expertise
- Pension Planning
- Pension Transfers
- Private investments
- Investment
- Inheritance Tax Planning
- Tax Mitigation
- VCT & EIS
- Protection
- Business Protection
- Trusts
- Wills, Trusts and Inheritance
- Business & Personal Tax
- family protection
Summary
As a certified (and FCA registered) wealth management consultant, I am able to advise on all aspects of pension planning, investments, trust planning, protection and inheritance and estate planning.
This allows me to formulate a strategy to maximise tax-efficiency for you and future generations. Additionally, our role at Mattioli Woods as administrators and product providers will help aid efficiency in the implementation of such strategies and ongoing reviews to ensure alignment with any changes to circumstance or legislation.
We also help business owners/directors conduct sophistiacated pension planing that intergrates with their business including the ability to purchase commercial property or even purchase company unquoted shares.
If you would like a no obligation chat to discuss any of the above please do not hesitate to contact me.
Experience
-
Mattioli Woods plc
Pension & Wealth Management Consultant
- Current
Qualifications
Level 4 Diploma in Regulated Financial Planning of The Chartered Insurance Insitute.
Authorised and Regulated by the FCA.
Interests and Hobbies
Running events/Fitness, travelling and spending time with family.
