Expertise
- Pension Transfers
- Investment
- Pensions on Divorce
- Pensions
- investment planning
- family protection
- Inheritance Tax Planning
- vct (venture capital trusts)
Summary
As an Independent Financial Adviser, I work closely with my clients discussing their current situation and future financial goals. I formulate a plan with clients, I research and source products/ services from the whole of market, I also provide a detailed Financial Report for my advice.
- Be it pension planning or consolidating pension plans.
- Looking at transferring your Final Salary Scheme.
- Inheritance Tax Planning.
- Investing for growth or Income.
- Protecting your loved ones on your death or Ill health.
Experience
-
Smith
IFA
- Current
Qualifications
DipFA
