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My services
One to One Relationship
You will only deal with me, and I'm avalaible for contact at any time.
Suitability Reports
Highly personailised suitability reports is my area of expertise - the more complex, the better scope for quality.
Pension Analysis
Very experienced in all forms of pension recommendations, particularly creating withdrawal strategies for NHS and other defined benefit products alongside DC pensions. I do not provide DB transfer reports.
Estate Planning
I am extremely familiar with IHT planning, the benefits of trust frameworks, investments to hold within and what it actually takes to establish them.
Client Meetings
I am happy to attend client meetings, having a vast amount of exposure to meeting environments both in financial planning and a business to business environment.
Annual Review & Cash Flow Forecasting
I can help with any type of annual review or cash flow forecast, be it basic summaries or the inclusion of new recommendations.
Something Else?
I am willing to undertake other ad hoc work such as fund and investment research or any sort of calculations.