I have worked within the Financial services industry for 25 years, providing bespoke advice to clients both individual and corporate for the last 20 years on a wide range of financial issues.I work on a consultancy basis with client service at the heart of the proposition, by keeping fully abreast of client circumstances and aspirations I am able to provide advice to assist in meeting their needs both current and future.Without a full in depth knowledge of a clients current circumstances and their hopes and expectations it is impossible to provide a truly bespoke service concentrating on the potential options available and how these will assist in acheiving the relevant goals. Any advice must constantly consider the effect of current tax legislation and any opportunities or concerns created by changes to such legislation in respect of a client's circumstances.I find that the majority of my work encompasses Pension Provision, Investments and Inheritance Tax Planning although no options are ignored.
Listed skills include Pension Funds, Investment Strategies, Investments, Wealth Management, and 9 others.