9 Clos Pandy, Bedwas, Caerphilly, CF83 8DN
With 34 years experience in Banking and Financial services I provide individually tailored solutions for High Net Worth Individuals dealing specifically with Inheritance Tax Planning, Trusts, Investments, Equity Release and Pensions. I provide corporate advice on employee benefits and Director exit strategies. I work on a fee or commission basis which is agreed at the initial meeting together with the scope of advice required. No charge is made for the initial meeting.
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