Experience has taught me that the best way to move forward in life is by working backwards, so all my client meetings start with a question. "When the Sun finally sets for you in this lifetime, how would you like to be remembered?"
By working backwards, I transform the lives of many Money worriers to Money Warriors.
Money Warriors know that they will leave a worthwhile legacy for their loved ones with Estate Planning.
They know they can have TAX FREE income in retirement of more than £33,000 with proper planning and full use of the available allowances.
As a pension transfer specialist I can help to capitalise on any dormant Final Salary pensions from previous employment and even optimise current arrangements.
Self Employed and Company Director who worry about paying too much tax on their salaries can be transformed to know exactly how to extract money from their company tax efficiently.
Over 55’s who have an interest only mortgage and no means to repay the capital DO HAVE options other than to worry. They too can be transformed to Money Warriors!
Rosemount House, 2-4 Chequers Road, Basingstoke, Hampshire, KT2 6NH
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