Expertise
- Wealth Management
- Pensions
- Pension Transfers
- Inheritance Tax Planning
- Investment
- ISA's
- Investment Advice
- Income Protection
- Mortgage & Protection Advice
- Mortgages
- Trusts & Estate Planning
- Financial Advice
- Life Insurance
- Critical Illness Insurance
Summary
As a Chartered Financial Planner for Gold Wealth Management Limited, a Senior Partner Practice of St. James's Place, I am supported by over 60 years of experience in the financial sector. My emphasis is on providing a personalized bespoke wealth management service by working together with clients on an individual basis to help them secure the financial future they are looking for.
The comprehensive wealth management advice service we offer broadly covers:
• Preserving and building capital
• Planning for a successful retirement
• Reducing Inheritance Tax Liability
• Gaining financial protection against risk
• Later Life Planning
Experience
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Gold Wealth Management Ltd
Chartered Financial Planner
2023 - Current
Education History
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Geography with Business
University of Nottingham
2016 - 2019
Qualifications
Advanced Diploma in Financial Planning
