This qualification assesses a knowledge and understanding of the UK Financial services, regulation and ethics, investment principles and risk, personal taxation, pensions and retirement planning, financial protection and financial planning practice.
My advice is based on trust, understanding of your needs and years of experience in financial services. We will find solutions to achieve your goals together and my recommendations will be delivered in a friendly, simple, clear and professional way.
Why don't you give me a call to chat and find out if I may be able to help you?
Whatever your preference is, I am happy to meet you at your home, one of our offices or set up a Zoom or Teams video call.
My advice is holistic and covers all areas of Financial Planning whether you are looking to grow your assets, produce income or protect your family or business. I can help various types of clients whether they are cautious or adventitious by nature.
I can specifically help you with the following:
1. Pre and Post Retirement Planning whether you need help with deciding what to do with your previous and current personal and employer pensions or not sure if you are saving enough for your retirement.
2. Savings and Investment Planning whether you have a lump-sum to grow or you are not happy with returns on your existing investments.
3. Estate and Inheritance tax Planning.
4. Protection of your Family and Business to ensure your goals can still be achieved should you die unexpectedly or you are diagnosed with a critical illness.
We do not advise on final salary schemes directly, however, we can arrange an introduction to one of the trusted pension transfer specialists on our panel.
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provided as thoroughly as possible,
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.