How I Help
A plan to achieve your goals
I frequently work alongside clients own solicitors and accountants and in this way, an appropriate solution can be found for any given situation.
Most clients are too busy to allocate time to really focus on their financial plans. In addition, most clients have a number of financial products in place with significant amounts of capital invested, but are unsure as to what sort of financial future the investments may provide.
There is rarely an underlying and on-going ‘Financial Plan’ to achieve their medium to long term objectives. Many clients have a great deal of existing market risk in their portfolios, so what can be done to reduce this risk?
I specialise in offering advice in:
- Pension and investment planning
- Inheritance Tax planning and mitigation
- Personal & Business protection
I very much look forward to explaining how I can help you individually and welcome you to get in touch.
Please contact me by phone or email to arrange a meeting or to request more information, and I’ll be pleased to discuss how I can help in more detail.
Get in Touch