I am a financial adviser based in the Southwest of England. I specialise in investment and pension planning, and I am happy to meet clients face to face, online or via the telephone.
I have a background in accountancy and taxation, so am able to bring both technical knowledge as well the ability to explain fairly complex areas in straight forward language to my clients.
Every individual is different so when meeting potential clients, I try to establish their current situation, what they would like to achieve, and then try to design an individual plan to help them achieve their objectives.
I advise on all the major investment vehicles including ISA’s collectives, investment bonds as well as EIS schemes, and venture capital trusts. In respect of pensions, I advise on personal, corporate, flexi access drawdown as well as annuities.
In addition to designing investment portfolios and structuring pension plans I also specialise in inheritance tax planning.
This area focuses on seeking to ensure that clients pass monies within their estate to their children and grandchildren and minimise any inheritance tax due. This covers trust planning as well as tax efficient investments such as business property relief schemes.
Most importantly I seek to work closely with clients over time to build a long term relationship offering financial support and guidance as and when needed.
