Summary
Specialist in investment - pension - estate - & small business planning.
Ideal clientele are business owners - professional people seeking a high level of expertise and service to help manage their finances.
Wealth management and subsequent succession planning specialists.
Investments and pension portfolio construction, Inheritance Tax Planning, and financial planning for small businesses - such as shareholder protection
Ideal clientele are business owners - professional people seeking a high level of expertise and service to help manage their finances.
Wealth management and subsequent succession planning specialists.
Expertise
Investments and pension portfolio construction, Inheritance Tax Planning, and financial planning for small businesses - such as shareholder protection
Experience
-
Northern Star Financial Management Ltd
Director
- Current -
Positive Solutions
IFA
2004 - 2007 -
Friends Provident
Senior Financial Consultant
2002 - 2004 -
Forester Financial Services
Senior Financial Adviser
2000 - 2002
Clubs and Associations
The Personal Finance Solciety The Chartered Institue of Insurers
Interests and Hobbies
Enjoying time with my family, playing football, squash, mountain biking, general keep fit and fishing. Reading everything from Harry Potter through to Christopher Brookmyre - have just finished A Snowball in Hell - and I am about to read America Unchained by Dave Gorman.
