Gavin Taverner, Fcsi Msc Email & Phone Number

*As an independent Financial Planner with over a decade of experience working in the wealth management industry, I can help you: Safeguard your personal and family’s financial affairs with adequate protection policies, that cover all eventualities:- Mortgage Protection - Critical Illness Cover - Income Protection- Life Insurance Create suitable and appropriate Investment Solutions, utilising discretionary managed portfolios to help you:- Invest a lump sum or make regular contributions into a savings plan - Reach a desired savings target- Plan for school/university tuition fees - Devise longer-term solutions to complement your holistic financial plan - Access to cash management / money market strategies Ensure your Retirement plan is on track: - Review existing pension plans - Advise on optimal retirement strategies and possibly consolidate legacy pensions- Establish a personal pension if you would like more control over your own retirement journeyPeriodic suitability reviews will ensure that your financial plan remains on track, with help from the latest financial planning software, forecasting tools and financial modelling capabilities.For advice on Group Schemes or Corporate Consulting, I can help you arrange:- Group Pension schemes - Group Protection schemes- Business Protection- Key Man InsuranceGet in touch if you’d like to find out more:https://www.wealthjersey.com