Expertise
- Pension advice & transfers
- Pension Planning
- Invesment Planning
- Life Assurance
- Wealth Management
- Inheritance Tax Planning
- Income Protection
- ISA's
- Long Term Care planning
Summary
With over 20 years of experience of providing financial advice we offer a personal service working with clients to meet their financial asperations. We offer a comprehensive service to aid retirement planning offering guidance on existing plans and whether they meet clients retirement expectaions. Investing surplus funds can at times seem daunting, we aim to build portfolio's that meet clients attitude to risk and provide regular updates and meetings to keep plans on track.
Free initial meetings at a time and place to suit our clients. We aim to provide a friendly jargon free service, working with clients over the longer term.
Experience
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Latchum Heritage Wealth Management Ltd
Managing Director
1 - 5 Employees 2022 - CurrentA life spent in Financial Services firstly as a Building Society Executive and then 20+ years running own Financial Advice practices. Returning to the Market Place after business sale and looking to work over the long term to aid clients meet their financial goals.
Clubs and Associations
Member of Shawhill Golf Club
Interests and Hobbies
Keen Golfer.
Chess player
Occasssional Ballroom Dancer with other half.
Enjoy travel
