Expertise
- Retirement Planning
- Wealth Management
- investment planning
- Pensions on Divorce
- ISA's
- Pensions
- Inheritance Tax Planning
- family protection
Summary
As a Chartered Financial Planner with over a decade of experience, I have dedicated my career to supporting and guiding high-net-worth individuals (HNW) in achieving their life goals and objectives. My expertise lies in Holistic Private Wealth Planning, where I specialise in creating tailored strategies for a diverse clientele, including sports professionals.
My comprehensive client centric approach encompasses a wide range of financial services, including retirement planning, protection, and income management. I pride myself on providing open, honest, and down-to-earth service, ensuring that my clients receive the highest level of support and advice. Clients who work with me appreciate the value of service and are committed to investing in their financial well-being.
My commitment to excellence and personalised service has helped numerous clients navigate the complexities of wealth management, securing their financial futures and achieving their aspirations.
Experience
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Life Planning Ltd
Managing Director & Chartered Private Wealth Planner
1 - 5 Employees 2019 - Current
Qualifications
- Chartered Associate of The London Foundation for Banking & Finance
- Level 6 Diploma in Financial Advice
- Level 6 Diploma in Pension Transfers
