Specialising in Investments and pensions, I work with individuals and companies to ensure they are invested and protected appropriately and maximising their financial circumstances. I utilise the latest technology and investment techniques whilst also working with other professionals to ensure a complete service is delivered.As part of the Wealth Management service I work in partnership with my clients to develop a comprehensive lifetime financial plan and cash flow forecast that takes into account all short, medium and long term goals and aspirations, which then allows me the opportunity to deliver complete financial solutions to help meet their lifetime goals.Specialties: Financial Planning, Wealth Management, Trustee Investments, Pension Transfers, Estate Planning, IHT Mitigation