We are a multi award winning firm of financial and wealth advisers. Our advisers work with individuals and their families, helping to address immediate financial concerns and building financial plans to achieve longer term ambitions. We advise on most general financial planning areas; optimising your savings and investments; retirement advice; at-retirement and pensions advice (including pension freedoms and defined benefit transfers); wealth preservation; estate planning and makings sure you have enough protection of the unforeseen was to happen.
I am a Chartered Financial Planner, also authorised to act as a Pension Transfer Specialist.
I help my clients with investment management, accessing the right solutions and providers to suit them and with preferred rates.
I use technology, particularly cash flow modelling, to help my clients with difficult queries such as when can I afford to retire? how much can I afford to give away to my children? and advise on a bespoke solution to achieve efficiently.
I have expertise with complex pension issues; including maximising contributions, handling the lifetime allowance, defined benefit pension transfers and expert witness legal work.
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