Expertise
- Pension Transfers
- investment planning
- Retirement Options
- Investment
- Pensions on Divorce
- family protection
Summary
I have extensive experience in advising clients on all areas of financial planning; but with a particular emphasis on pre and post retirement issues.
I have been in the financial services industry since 1998 and made the move to Greystone as a Senior Consultant in 2006, before achieving the Chartered Financial Planner qualification in 2009.
A lot of my time is spent helping self-employed business people¸ partnerships and company directors maximise the profitability of their businesses through tax mitigation, and investment management.
I speak to the majority of my clients several times a year, and take pride in providing proactive advice and an excellent level of service, both initially and on an ongoing basis.
Specialties: I specialise in providing advice to clients of Accountancy Practices, as well as Pension and Divorce work.
I offer a full Financial Planning Service to both individuals and companies; including pensions, investments, tax planning and life assurance.
Experience
-
Greystone Financial Services
IFA
- Current
Qualifications
Chatered Financial Planner
