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.
I am a registered Chartered Financial Planner designation by the Chartered Insurance Institute (CII). This means I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading advisers that is wholly committed to providing you with the best possible advice, service and support.
I have also been awarded the Later Life Adviser Accreditation (LLAA), this is the recognised benchmark for advice skills of advisers who specialise in later life planning.
We also 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).
- Long term care funding
If you would like an informal chat with no obligation, please feel free to contact me on:
Telephone: 01798 839094
Mobile: 07964 796987