I aim to build strong on-going relationships with my clients and to provide a range of services over a long period of time. I have a strong foundation in the financial services industry having spent 35 years working in the industry. My aim is to understand your requirements and build long term relationships with you to help you reach your goals and objectives.
I am an independent adviser who specialises in pension transfers. I listen to you and advise you on the best way forward for your situation whatever area of your finances you need help with. I have many many years of experience and this helps me to help you in the best possible way.
By transferring your occupational pension scheme benefits into a personal pension arrangement, you may be giving up guaranteed benefits, known levels of pension income and increases that will be applied in the future.
A mortgage is a loan secured against your home of property. Your home or property may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
Tax treatment is based on individual circumstances and may be subject to change in the future.
Mortgage deals may not be available and lending is subject to individual circumstances and status.
A pension is a long term investment and the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
The Financial Conduct Authority does not regulate tax & trust planning, certain employee benefits (i.e. auto-enrolment), National Savings & Investments, commercial mortgages, most forms of buy to let mortgage and legal services.
Finance Planning Independent is a trading style of Finance Planning Wealth Management Ltd, which is an appointed representative of TenetConnect Ltd, which is authorised and regulated by the Financial Conduct Authority.
Finance Planning Wealth Management Ltd is registered in England and Wales under registration number: .0933.5256. Registered office: Hurstwood Grange, Hurstwood Lane, Haywards Heath, West Sussex, RH17 7QX.
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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.