Elaine Wilson Acca Qfa Lib Email & Phone Number

Supporting YouI can help you make smart financial decisions in every stage of your life, whether you're a first time buyer taking your first step on the property ladder, need to protect you and your loved ones against unforeseen events or want to look forward to a comfortable retirement. I can help you tailor a financial plan to suit what matters to you most. Advice Area's for you Mortgage Master Class Financial planning through cashflow analysis Protection reviewFinancial planning for the "value" merchantInheritance tax planning Supporting You in Your Business When you work hard in your business isn't time your business works hard for you? As a business owner your business can invest in your retirement plan, protect your income in the event of you being unable to work due to long term illness and protect loved ones against your untimely death - TAX EFFICIENTLY. For Partnerships and Company Directors I can help you plan to protect you and your business in then event of untimely death of a business partner. Advice Area for Business Owners Income preservation plan Partnership protection / co directors insurance Corporate investments Advocate for Employee Financial WellbeingI specialise in employee financial wellbeing in the work place, providing group presentations and individual financial clinics to simplifying the ability to plan for a bright financial future at convenient time and place. I've learned in many cases employees don't know the full extent of their employee benefits, I help them understand the value of these benefits and how they support their financial future.Employee Wellbeing Clinics Personal financial cashflow planning Identifying retirement dreams and designing a plan to help get thereLifestyle financial advice such as mortgage masterclass & structured savings/ investment advice

Listed skills include Wealth Management, Retirement Planning, Financial Advisory, Strategic Financial Planning, and 22 others.