Chartered Financial Planner Specialising in Personalised Strategies that Maximise Wealth and Secure Financial Futures.With 20 years in financial services and over 12 years advising, my aim is to help you better understand and plan your finances to help you achieve a comfortable and fulfilling retirement. At the core of your advice journey I provide education on what you need to know (not financial jargon), so you can make informed decisions that maximise your wealth and goals potential. Through careful planning I can help you understand what you would like to achieve in a manner that reduces the tax you pay. Please call me on 07870 996 081 to start the process of improving your finances. I specialise in complex financial planning needs for individuals including Company Directors, Executives and high earners, including investment wealth management, pension tax mitigation and ‘At Retirement’ and inheritance tax planning strategies.Areas of Advice- Planning for a comfortable fulling retirement - Helping you understand your finances better- Retirement Income Strategies - Pension Taxation Mitigation (Annual Allowance issues)- Cashflow planning / modelling- Pension consolidation- Investment Planning - growing your capital and or providing income- Investment Portfolio Management- Inheritance Tax Planning- Personal Protection Advice - providing a lump sum or income if you die or have a serious illness- Trust Advice- Regular saving solutions- Long Term Care (meeting care home fees)Qualifications / Experience• 20 years’ industry experience within the financial advice and wealth management industry• Certificate in Financial Planning• Diploma in Financial Planning• Advanced Diploma in Financial Planning• Fellowship in Financial Planning• Pension Transfer Specialist Qualification• Long Term Care Qualification
Listed skills include Wealth Management, Investments, Retirement Planning, Retirement, and 13 others.
