I have a dedicated approach to achieving client objectives and ensuring that these continue to be achievable in the long term. We aim to provide ‘value for money’ and clear straight forward advice to all our clients. My 18 years experience within actuarial, investment management, banking, stockbroking and chartered financial planning practices has provided me with long experience in providing a first class advice and service proposition. Creating robust investment portfolios within tax efficient structures is at the heart of each clients strategy.
You may well have seen the headlines that victims lost an average of £91k each in pension scams last year. Worryingly, in a recent survey, 32% of pension holders aged 45-65 said they were unsure how to verify if they were speaking to a genuine pensions adviser. Scammers are becoming increasingly sophisticated. They can be […]