I offer balanced and impartial advice tailored for your needs and circumstances. As part of New Leaf Distribution I have access to experts in all areas of financial planning. My own specialities are Pension and Retirement Planning, Wealth Accumulation and Estate Planning. However, having been advising families for almost 35 years, I have become involved in all aspects of family financial planning, including mortgages, commercial loans, Business protection advice and Inheritance Tax Planning.
I believe in 'family first'.
Always adhering to the 11 principles for business - working with integrity, having skill, care and diligence in all that we do, with strong management and control via quality systems and controls, operating with financial prudence and establishing professional market conduct, always putting our customers interests first by clear and concise communications with our clients and managing any conflicts of interests with our clients or between our clients and their clients, and in doing so building trust by protecting client assets and by quality dialogue and communication with the FCA.
My passion is planning for retirement; whether it be through traditional tax-efficient pension plans, or building a property portfolio. We also specialise in Mortgages, Personal and Business Protection, Inheritance Tax Planning, using tax efficient schemes using Trusts, Investments and Personal Pensions. We offer holistic financial planning including Wills and Lasting Powers of Attorney to ensure that whatever circumstances might arise you can be sure you or your family will maintain control of family wealth.
With over 150 specialist advisers around the country, there is always somebody to help, whatever the need
12 Sandling Place Court, Sandling Lane, Sandling, Maidstone, Kent, ME14 3AD
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