Summary
Independent Adviser, specialising in advising owner managed businesses and their families. Experience in the Self Administered Pension area, investments within pensions, trusts and personal holdings and Inheritance tax mitigation.
Investments relating to Trusts, Pensions ( SIPP and SSAS) and personal holdings.
Expertise
Investments relating to Trusts, Pensions ( SIPP and SSAS) and personal holdings.
Experience
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Chancellor Financial Management Ltd
Director
- Current