Independant Financial Adviser
CurrentAdvice areas Financial planning & Cashflow planning •Wealth management Investments •Ethical and sustainable investments •Investing for income •Investment trusts •ISAs •OEICs •Offshore investments •Socially responsible investments, •Traded endowment policies •Unit trusts Pensions •Annuity purchase •Auto enrolment •Pension consolidation •Pension drawdown •Pensions & divorce •Pensions & retirement planning •Pensions review •Pensions transfer •Sipps •Stakeholder Protection •Accident & sickness •Critical illness •Healthcare •Income protection insurance •Life insurance •Long term care •Payment protection insurance Savings •Lump sum •National savings •Regular savings •Savings for children •School fees planning Tax & trust planning •Capital gains tax •Estate planning •Income tax •Taxation planning