Expertise
- Retirement & Pension Planning
- Estate tax planning
- Protection and Insurance
- Investment Advice
Summary
I have worked in the Financial Services industry for 18 years. 12 of which were in support and analytical roles and the rest of this period providing advice to personal clients, trustees and corporate entities. I am a Chartered Financial Planner and a Fellow of the Personal Finance Society.
I am a holistic financial planner, specialising in Retirement Planning, Estate Planning and Business/Personal Protection. I pride myself on my ability to cut through the plethora of jargon used within the industry, in order to fully explain my advice in a concise and digestible manner. I am very proud of the advice I have provided over the years and this is attested to by the overall satisfaction of my clients, who are my largest source of new client referrals.
Experience
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Pannells Financial Planning Ltd
Chartered Financial Planner
- Current
