Expertise

  • Pension Transfers
  • Investment
  • Pensions on Divorce
  • Pensions
  • investment planning
  • family protection
  • Inheritance Tax Planning
  • vct (venture capital trusts)

Summary

As an Independent Financial Adviser, I work closely with my clients discussing their current situation and future financial goals.  I formulate a plan with clients, I research and source products/ services from the whole of market, I also provide a detailed Financial Report for my advice.

  • Be it pension planning or consolidating pension plans.
  • Looking at transferring your Final Salary Scheme.
  • Inheritance Tax Planning.
  • Investing for growth or Income. 
  • Protecting your loved ones on your death or Ill health.

Experience

  • Smith

    IFA
    - Current

Qualifications

DipFA


Email David

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