We provide a wide range of wealth management solutions to individuals, business owners and corporate executives. I work with high net worth clients and understand the specific issues that significant wealth can create. As a pension specialist, pensions play a big part in our retirement and inheritance tax planning. We work closely with other professional bodies to provide personal services to our clients and build long term relationships.
The services we provide include:
- Retirement planning.
- Inheritance tax planning.
- Corporate pension, protection, tax and investment planning.
- Onshore and offshore investment planning.
- Protection (life, critical illness, income and business protection).
Telephone: 0207 495 1771
Mobile: 07964 796987