We provide a wide range of wealth management solutions to individuals, business owners and corporate executives. Having worked with high net worth clients for many years, I 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).
If you would like an informal chat with no obligation, please feel free to connect me at:
Telephone: 01798 839094
Mobile: 07964 796987