Specialist at retirement and in retirement fee based Chartered Financial Planner with ProAktive in Doncaster advising on best retirement income options at retirement including lifetime annuity purchase, fixed term annuity purchase on enhanced terms where available as well as capped income drawdown and flexible income drawdown. I also provide advice on Care Fees and Inheritance Tax and Income Tax planning using suitably risk rated investment strategies and Immediate Needs Annuity where relevant as well as Equity Release for clients where appropriate, advising on available state benefits and how these can interact with holistic financial planning. I aim to provide advice on all aspects of Care advice, working wherever possible with selected professional partners able to cover areas such as NHS funding issues, renting or disposing of property on moving into residential care, providers of care at home including live in care, and residential and nursing care providers to name a few.

Providing information and dealing with member queries relating to their employer sponsored pension schemes and other employee benefits and also personal financial advice when required