At Towry, we work to create and implement a Lifetime Financial Plan to help our clients achieve the future they want. We draw on the expertise and experience of Towry to manage, evolve and annually review the plan over the long term. I have over 30 years of experience in the Financial Services Industry. My team specialise in:• Preserving wealth for our clients• Protecting their family and loved ones• Inheritance tax (IHT) planning – Planning for the family’s future• Investment management - Making the most of clients investments and savings• Retirement planning advice - helping our clients understand when they can afford to stop working?• Advice at retirement - The mechanics of retirement, what are the options?• Long Term Care planningOur clients include:> High-net worth individuals> Partners of Accountancy and Solicitor firms> Small business owners and entrepreneurs> Individuals at or near retirement> Trustees> Lottery winnersWe are looking to help individuals achieve their financial dreams and aspirations and avoid their worst nightmares, so please get in contact with me if this applies to you or a colleague.When I am not working I enjoy travelling particularly where those destinations provide the opportunity to get on my road bike.
Listed skills include Wealth Management, Financial Advisory, Investment Advisory, Financial Services, and 13 others.