I am a Chartered Financial Planner and won an award from the CII for high marks in that process. I am also a qualified pension transfer specialist able to advise on complex pension issues. My background in the Deloitte tax team helped me establish bespoke tax and financial planning strategies.I now specialise in the following areas:• Advising high earning employees (often from Nationwide and Santander) on pension funding and wider retirement planning opportunities. I have a very detailed knowledge of all the historic pension schemes available within Nationwide and Santander, as well as RBS, Lloyds and Barclays.• Delivering holistic financial plans to ensure clients are on target for their desired net retirement income whilst also minimising tax and maximising investment returns for their agreed risk profile. • Providing tax planning advice to higher and additional rate taxpayers, who are restricted on their pension funding and require alternative strategies.•Providing clients with a clear idea of when they can retire and what their expenditure can be throughout retirement, using a variety of modelling tools.
Listed skills include Wealth Management, Pensions, Investments, Investment Advisory, and 20 others.
