Expertise
- Inheritance Tax Planning
- Income Protection
- ISA's
- investment planning
- Wealth Management
- Pensions
- Investment
- Pension Transfers
- Pensions on Divorce
- Mortgage
- Equity Release
- equity release mortgages
- Equity Release Council
Experience
-
Blue Tulip Wealth Management
MD
- Current
Qualifications
Chartered Associate of the London Foundation for Banking & Finance
Mortgage & Equity Release
CertLTCP
PETR
AdvDipFA
Interests and Hobbies
Golf, cycling, dogs