Expertise
- Investment
- Inheritance Tax Planning
- Income Protection
- Pension Transfers
- Wealth Management
- Pensions
- Mortgages
- ISA's
- Life Insurance
- Financial Advice
- Critical Illness Insurance
- Mortgage & Protection Advice
- Trusts & Estate Planning
- Investment Advice
Summary
As a Chartered Financial Planner for Gold Wealth Management Limited, a Senior Partner Practice of St. James's Place, I am supported by over 60 years of experience in the financial sector. My emphasis is on providing a personalized bespoke wealth management service by working together with clients on an individual basis to help them secure the financial future they are looking for.
The comprehensive wealth management advice service we offer broadly covers:
• Preserving and building capital
• Planning for a successful retirement
• Reducing Inheritance Tax Liability
• Gaining financial protection against risk
• Later Life Planning