Independent Financial Advisor
CurrentI am a Whole of Market Independent Financial and Mortgage Advisor. I meet with and help define clients needs and then recommend relevant products within their budget to meet their requirements. Among my specialities are retirement planning and inheritance tax planning. I can meet you at our office in Hanham or at your home or place of work at your convenience.I aim to make people more tax efficient by recommending relevant pensions, or investments to save them money and make them money in the long term. I also ensure they and / or their family are fully protected in the case of sickness, critical illness or death.I recommend mortgages for your house or Buy to Let purchase, again from the Whole of Market.