Chartered Financial Planner providing quality fee based advice. Particular strength in pension planning, helping people with pension issues find the right solution. Significant experience in helping people decide the appropriateness of pension transfers and also, when retirement approaches, in the selection of the retirement income option(s) that match their needs.Provide support to corporate clients in the areas of workplace pensions and group risk benefits for staff.Active in promoting the profession through involvement in the professional body - The Chartered Insurance Institute - having spent many years of involvement with Qualifications, Examinations, Assessment and Accreditation.Specialties: Pensions, Annual Allowance and Lifetime Allowance issues, Retirement Options, Workplace Pensions, Self Invested Personal Pensions, Pension Transfers.Investments, Wealth Management and Preservation, Inheritance Tax Planning.
Listed skills include Pensions, Tax, Investments, Employee Benefits, and 18 others.