Office 6, The Business Terrace, Maidstone House, King Street, Kent, Maidstone, ME15 6AWMake an enquiry
Since qualifying as an adviser in 1997; Now working within the Charles Derby Group, which is proving to be one of the fastest growing financial advisory companies within the UK.
Investment planning - growth/ income.
Pensions - personal pensions - including SIPPs, Pension Transfer advice, Drawdown schemes/ advice, Annuity options.
The value of investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.
Auto Enrolment specialist - Advice for Small Businesses arranging their own inhouse schemes.
IHT/ Estate Planning - Traditional Trust planning plus offering unique products that qualify for Business Property Relief and being outside of your estate after 2 years.
The FCA do not regulate auto enrolment and succession planning.
The FCA do not regulate buy to let mortgages.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.