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.
This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.
I am an independent financial advisor based in London. With over 10 years’ experience I work with clients on all aspects of their financial planning.
Westminster Wealth is a privately owned, central London based, independent financial advisory group, providing expert financial advice to a wide range of clients. We have a team-based approach with the ability to deliver a unique blend of specialist skills linking financial planning, tax efficient structures and management of underlying assets.
I advise on all areas of financial planning, look after clients at all stages of their lives, and particularly enjoy helping clients understand their wealth in a simple way.
Examples of advice given includes:
Savings and Investments
Inheritance Tax Planning
Business Financial Planning
All of the above is underpinned with detailed cashflow planning, and annual meetings ensure that plans are adapted to take into account change of circumstances and new goal setting.
To find out more about how I can help you put your financial plan in place contact me for an initial conversation at no cost.
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