I am a Chartered Financial Planner with over 12 years of experience within the financial industry, specialising in investments, pensions and inheritance tax planning.
My career began in private banking and accountancy firms, where I gained valuable experience helping my clients to make informed financial decisions. My extensive experience in the financial planning industry allows me to support you with holistic financial planning advice.
I have a high level of expertise in investments, pensions and inheritance tax planning. I am designated as a Pensions Transfer Specialist so can advise you on the most suitable option for your defined benefit or final salary pensions.
The levels, bases and reliefs from taxation are subject to the individual circumstances of the investment.
The value of your investment can go down as well as up and you may not get back the full amount invested
The Financial Conduct Authority does not regulate taxation and trust advice
Accessing pension benefits early may impact on levels of retirement income and your entitlement to certain means tested benefit and is not suitable for everyone.