36 Station Road, Countesthorpe, Leicestershire, LE8 5TAMake an enquiry
People choose MSC because we offer three things they want from a Financial Planner:
Clarity – On their financial position, both now and in the future
Guidance – On how best to plan ahead
Trust – A relationship to support them along the way
Financial Planners need to understand pensions, investment and taxes. But it’s equally important to understand people. They need to know what matters most to you, including your attitude to money.
We like to think we’re good at this.
Our clients come from all walks of life with different needs and concerns, but there are always some similarities. They want to:
Protect what they’ve saved and make assets work for them
Approach tax pragmatically without paying more than is necessary
Reach and maintain financial independence
Ensure money is left behind when they’re gone
By understanding how your finances change over your lifetime, it’s easier to know where to invest. It helps you make informed decisions about where to put money and how much you can spend.
There’s always more than one choice, and we’ll discuss your options before making a decision.
I specialise in the areas of Investments, Pension building, Pension Transfers and Retirement Planning for ongoing income.
My expertise in Investments and Retirement Investing helps me to put my clients in a stable, tax efficient yet flexible financial position, with a fully comprehensive ongoing service if required.
My aim is to make your current position clear, your desired outcome attainable and the steps in between logical.
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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.