I provide advice on pensions, investments, and taxation for individuals, families, trustees and business owners. All of my clients are unique and I work closely with them and their trusted advisers, building an in-depth understanding of their financial needs. This enables me to provide prompt advice when needs change and to help them adapt to frequent changes in tax rules and regulations.I am an active member of the Association of Taxation Technicians. I have served as Chair on various Steering Groups, as honorary treasurer, and on Council for 12 years (until July 2024). I represent them on HMRC’s Pension Industry Stakeholder Forum. I am Editor of The Pension Tax Guide for Claritax Books. Contact detailsKlindley@eqinvestors.co.uk020 7488 7145 07766546996Klindley73@gmail.com
Listed skills include Pensions, Wealth Management, Financial Planning, Strategic Financial Planning, and 30 others.