Expertise
- Pensions advice
- Pensions for Directors
- Pensions on Divorce
- Pension advice & transfers
- Financial Planning
- Estate planning
- Invesment Planning
- cashflow modelling
- Protecting your family
- protecting your assets
- Protecting Your Livelihood
- Protecting your business
Summary
I work with individuals, companies and trusts, providing strategic wealth planning advice that is tailored to each client's objectives. I have over a decade of experience advising clients across a number of areas, with a particular focus on offshore solutions, retirement planning, asset structuring and legacy planning.
I am a Chartered Financial Planner, a Fellow of the UK Personal Finance Society (FPFS) and a Chartered Member of the Chartered Institute for Securities and Investments.
Experience
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Evelyn Partners
Director, Financial Planning
- Current
