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Independant Financial Consultant
A bit about me...
Independent Financial Advisor - with nearly 30 years’ experience in financial services it’s my commitment to my clients that has brought me to where I am today. I don’t believe in transactional advice.. life throws challenges and curve balls in the way, so it’s important to regularly review financial goals to ensure they stay on track. For this reason, I have known and looked after many of my clients and their families throughout their career and into a comfortable retirement.
2plan Wealth Management are one of the UKs largest providers of independent financial advice.
This allows my clients to benefit from the resources and protection of a larger organisation, whilst receiving a personal service from a local adviser who values every individual relationship.
My areas of advice and services include:
• Retirement & pension planning - accumulation in private or occupational pension schemes, cash flow forecasting, investment management, consolidation, transfers, at retirement planning and income drawdown solutions.
• Investment management & tax efficiency
• Investing for income
• Estate planning & trusts (including inheritance tax)
* Mortgage Protection and Family Protection - life cover, income ptoection and serious illness cover, intergenerational planning .
* Business Planning- ( including shareholder protection & key man insurance)
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