● Independent financial advice for individuals and companies: I provide advice tailored to suit individual needs whether you’re starting your journey to financial independence, looking to retirement or somewhere in between. I work with start-up and established businesses to ensure that there is a financial plan in place to protect the business and ensure the owners and employees are making the right financial decisions.● Investments: My many years of experience coupled with further learning and training along the way means that I can ensure you get tax breaks where viable. There are many ways to streamline investments efficiently.● Strategic financial planning: Analysing investment opportunities according to short, medium and long-term goals, I can create a lifetime strategy to build a robust financial plan. We’ll discuss your hopes and dreams along with practical matters to make sure you have sound plans in place.● Workplace benefits & pensions: Putting together a structured benefits package to suit your company and employees, I can source the best solutions for your needs. With auto-enrolment now firmly embedded in UK law, I can source the perfect fit for your employees.● Retirement planning: Based on your current income, assets and investments, I create retirement plans to allow you to enjoy your retirement in the most financially efficient way. It’s never too early to start! Inheritance and capital gains mitigation are part of my service.● Protection: Giving you peace of mind in the knowledge that life’s knocks can throw you off track at any point, I can give provide cover on life insurance, critical illness and income protection. When you have personal and business commitments, dependants and plans for the future that need to continue, having policies in place is essential.
Listed skills include Change Management, Team Leadership, Management, Risk Management, and 21 others.