Summary
I am looking to forge strong commercial links with other businesses where we can have a mutually beneficial relationship for the long term.
Expertise
Personal Clients this includes tax efficient investment planning through ISA's, Pensions and Investment Bonds. Protecting their loved ones if they were to die or be diagnosed with a critical illness. Replacing income if a client is unable to work due to accident or illness. Retirement planning to allow clients to achieve their goals and aspirations when they finish work. Estate Planning to ensure that clients do not leave a tax burden for their families to pick up on their death.
For Commercial clients this includes protecting their business if themselves or one of their key employees is unable to work due to death, accident or serious illness. To reduce the amount of tax a company pays each year by careful pension planning. Advising businesses on their legal obligations regarding Auto-Enrolment. Pension Freedom Legislative changes.
If any of these areas are of interest to you then contact me on 07749 076778.
Experience
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Sorensen Financial Services
Independant Financial Adviser
- Current -
HSBC Bank Plc
Area Financial Planning Manager
100+ Employees 2010 - 2012Leading a team of professional financial advisers across the North West. -
HSBC Bank
Financial Planning Manager
100+ Employees 2001 - 2010Providing financial solutions for personal and commercial clients within the bank.
Education History
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Law (LLB Hons)
The University of Manchester
1995 - 1998The degree covered many aspects of Law including: Trusts, European Law, Law and Economics, Contract Law, Criminal Law, The Law of Torts and Intellectual Property Law. -
A-Levels
King George V Sixth Form College
1993 - 1995Chemistry A-Level: B Economics A-Level: C Geography A-Level: A General Studies: B
Qualifications
Clubs and Associations
Coach of Churchtown Athletic Under 7's Football Club.
