Principal
CurrentDelivering bespoke financial solutions to Senior Employees of Mercer Corporate Clients, as well as specialist advice to individual clients at retirement and beyond. Advice is provided on a fee basis, providing transparency and ensuring impartiality. All aspects of financial planning advised upon - including specialist areas such as Investment Planning (incorporating tax efficient vehicles such as ISAs, VCTs, EISs), retirement planning (often around SIPPs, Capped and Flexible Drawdown), pension transfer analysis work and advice around pension taxation issues. Estate Planning including IHT mitigation/Trusts can also be covered. As well as my client facing role, I also sit on the Personal Financial Planning Investment Committee at Mercer, assisting with decisions around Investment Asset Allocation models and fund selection.
