With over 25 years of experience in financial services, delivering consistent holistic financial planning and building long standing relationships, you can rest assured that my expert advice is always at hand whenever you need it and for whatever reason. I advise both Personal and Business Clients, and having recently completed and passed the Level 6 IFS Pension Transfer qualification I am in a good position to help with all retirement needs.
Areas covered:
Herefordshire
Postcodes: LD1, LD2, LD3, LD7, LD8, GL1, GL14, GL15, GL16, GL17, GL18, GL19, GL20, WR1, WR2, WR3, WR4, WR5, WR6, WR8, WR9, WR13, WR14, WR15
Holistic financial planning
Establishing and reviewing Trusts
Complete personal risk management planning
Short and long-term savings and investments
Investments
Portfolio planning
ISAs
Unit Trusts
Investment Trusts
Investment Bonds
Offshore Bonds
Pensions
Personal Pensions
SIPPs
Company schemes
SSASs
Consolidation plans
General Insurance
Home contents insurance
Buildings insurance
Life cover
Whole of life and Term Assurance protection
Medical
Private medical arrangements
Critical illness insurance
Income
Permanent Health Insurance, aka Income Protection
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.