Simon Lipp Email & Phone Number

As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means that you can be confident that you are dealing with one of the UK's leading advisers that is wholly committed to providing you with the best possible advice, service and support. My clients are predominantly business owners and professionals and my emphasis is on maintaining a long-term relationship with them and to provide them with a source… Show more As a Chartered Financial Planner, I have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means that you can be confident that you are dealing with one of the UK's leading advisers that is wholly committed to providing you with the best possible advice, service and support. My clients are predominantly business owners and professionals and my emphasis is on maintaining a long-term relationship with them and to provide them with a source of trusted advice as their financial needs evolve over the years. My Services include: Retirement Planning Protection (Life, Critical Illness, Income Protection) Onshore and Offshore Investment Planning Inheritance Tax planning & Long Term Care PlanningI am also a member of the Society of Later Life Advisers. Show less