Terry Stuart Apfs Efp Email & Phone Number

An independent financial adviser/financial planner who strives to deliver a professional service to individuals, trustees and businesses.An adviser who has experience of working closely with Accountants and Legal Practices to provide their clients with Financial/Tax Planning Services.My objectives are:To guide my clients and the clients of my professional connections, by assisting them to build and maintain their personal financial wealth and/or the wealth held within their business. Provide clients with sufficent knowledge so as to allow them to make informed decisions and choices.To help clients arrange planning against life's uncertainties that may impact financially upon the well being of themselves and their loved ones.Why: I feel every individual should be given the tools and the opportunity to explore how they may improve their own financial destiny and security.Specialties: Wealth management, retirement planning and estate planning for private individuals and/or professional trustees.Over eight years experience of providing specialist advice to members of the Teaching Profession. Providing Businesses and Directors with advice within the areas of:-Tax Planning-Pension Schemes/Retirement Planning-Corporate Protection Arrangements

Listed skills include Retirement Planning, Wealth Management, Financial Planning, Inheritance Tax Planning, and 29 others.