I have been advising clients for over 18 years, and have qualified as a Chartered Financial Adviser that confirms my commitment in providing bespoke advice to my clients taking into account their individual needs and circumstances. I offer a comprehensive professional service offering advice on a variety of products including Pensions, Investments, Protection and annuities / Income Drawdown taking into account the recent changes in pension legislation. My aim is to ensure your financial needs are met as tax efficiently as possible.
I work on a fee basis.
Cost will be discussed at our first meeting, of which is at no cost.
There are other providers of Short-Term Income Protection and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at <url hidden>.
Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Whilst being a Chartered Financial Adviser enables me to advise in most areas, I specialise in helping individuals with pension planning, including pension transfers, income drawdown and annuities, taking into account recent changes in pension legislation. I also specialise in investments, and Inheritance Tax planning.
27 Woodlands, Pickwick, Wiltshire, Corsham, SN13 0DA
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