Thank you for viewing my profile. Having spent over 30 years in the financial services sector, I have accumulated considerable experience in helping both local Health & Social Care Trust professionals and SME owners protect and enhance their wealth. As a financial adviser with PFP Wealth, my aim is to provide a highly professional wealth management service; working with my clients over the long term, creating a specific and detailed financial plan tailored to their professional and personal goals. The areas of planning in which I help and advise clients include:* Tax Efficient Savings & Investment Planning* Tax Efficient Pension & Retirement Planning* Intergenerational Wealth Distribution, Inheritance Tax & Estate Planning* Personal Income & Insurance Planning, including Income Protection & Mortgage ProtectionI provide holistic wealth management services to the following clients:* General Practitioner & Locum Doctors* Hospital Doctors & Consultants* Dentists* Nurses & Midwives* Professional, Technical & Allied Health Workers* Social Workers* Trust Co-Directors, Directors & ExecutivesOutwith HSC, I provide services to:* SME Owners & Directors* Company Directors & Shareholders* HNW EmployeesIf you have a particular financial issue which concerns you, please contact me for further information on 07736 408250 or email me at owen.gawith@sjpp.co.uk PFP Wealth Ltd is an Appointed Representative of and represents only St James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The term 'Partner Practice' is the marketing term used to describe St James's Place representatives.
Listed skills include Pensions, Investments, Retirement, Financial Advisory, and 17 others.
