I have a proven track record in helping professionals achieve their financial goals by advising them on where to invest, how to use all tax allowances available to them, and how to ensure that they keep on track.Below are areas of Financial Planning that I help my clients with:• Pension consolidation• Personal and work pension reviews• Savings and investments, including reviews of any existing investments in place• Personal Protection planning and risk management• Key person protection for businesses• Auto Enrolment pension schemes• Estate, Trusts and Inheritance tax planning• Retirement Planning• Defined Benefit/Final Salary Pension transfer advice• QROPS and QNUPS advice and analysis• Offshore investment advice and analysis• Education fees planning• Mortgages• Cash flow modellingIf any of the above sounds familiar or you are interested in finding out more, then please do get in touch and I would be happy to share my ideas and strategies.I can be contacted on 07507 282 136.Were you advised to transfer your UK pension/s into an offshore product such as a QROPS or QNUPS? Get in touch for a confidential review as you could be paying excessive ongoing charges.
Listed skills include Wealth Management, Investments, Financial Planning, Pensions, and 16 others.
