I am a lifestyle financial planner and I help my clients make wise financial decisionsFor over 25 years I have advised clients and I provide advice in the following areas:• Preserving your wealth• Protecting your family and loved ones• Inheritance tax (IHT) planning – planning for your family’s future• Investment management - making the most of your investments and savings• Retirement planning advice - when can you afford to stop working?• Advice at retirement - the mechanics of retirement, what are your options?. Divorce - helping the indivual understand their situation and plan for the future• Later Life Care planning. Cash Flow Modelling. Providing Advice on Personal Injury and Clinical Negligence Claims My clients include: > High-net worth individuals > Partners of Accountancy and Solicitor firms > Small business owners and entrepreneurs > Individuals at or near retirement > TrusteesI provide advice to clients throughout Northern Ireland I help individuals achieve their goals and aspirations by making the right financial decisions, so please get in contact with me if this applies to you or a colleague.