Summary
No–cost initial meeting in Cheadle or Northwich office, ring 0161 491 6066 for advice on budgetary changes to pensions, auto–enrolment, portfolio management and general independent financial advice. Contact Shaun for investment and protection; Claire for pensions and long term care.
Staging dates for auto enrolment; scheme administration; employee workshops and surgeries; pension drawdown, amalgamation, access to cash; business protection; investment and inheritance; trusts and tax mitigation; 24/7 secure personal portfolio Smart App.
Expertise
Staging dates for auto enrolment; scheme administration; employee workshops and surgeries; pension drawdown, amalgamation, access to cash; business protection; investment and inheritance; trusts and tax mitigation; 24/7 secure personal portfolio Smart App.
Experience
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Aqua ifa ltd
Development Director
6 - 20 Employees 1992 - Current
Joint founder
Education History
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Shaun and Claire - Chartered qualifications
CII
1980Shaun Dunne - Chartered Insurance Practioner and Claire Lee - Chartered Financial Planner
Qualifications
BA Hons (Dunelm)
Clubs and Associations
Davenham & Sandiway Players Theatre
Interests and Hobbies
University Church of England Academy, Ellesmere Port - Governor
University Primary Academy Weaverham - Governor
University Primary Academy Weaverham - Governor
