Chartered Financial Planner
CurrentI provide fully independent advice on a fee basis for all types of client whether private, corporate or trustees. As an adviser with FCFP I am supported by an excellent paraplanning and administration team ensuring that we provide a high level of service. Recent projects have included personal investments to provide income combined with tax efficiency regarding income tax and IHT; assisting a number of Ltd companies meet their Auto Enrolment responsibilities and conducting a number of investment portfolio reviews for a corporate trustee.