Experience

Acorn Wealth Management Group Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Chartered Financial Planner

  • Mar 2019 - Present

  Norwich, United Kingdom I am an independent financial adviser which means I have the entire market place available to me to find the right solutions for my clients' needs. This differs to a restricted adviser who would only have access to a limited range of solutions. Acorn are directly authorised by the Financial Conduct Authority (FCA) and as such we answer directly to them. I have specialist permission from the FCA to deal with complex pensions such as defined benefit (final salary schemes) and can… Show more I am an independent financial adviser which means I have the entire market place available to me to find the right solutions for my clients' needs. This differs to a restricted adviser who would only have access to a limited range of solutions. Acorn are directly authorised by the Financial Conduct Authority (FCA) and as such we answer directly to them. I have specialist permission from the FCA to deal with complex pensions such as defined benefit (final salary schemes) and can advise on the advantages and disadvantages of a transfer and help with collaborative work for pensions and divorce cases. I deal with most aspects of both personal and business financial planning including tax planning, retirement planning, estate planning (including Inheritance Tax mitigation). The most common area at the moment is helping small business owners identify areas where they can use their business to assist with their own personal financial objectives. Show less



Nurture Financial Planning Ltd

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • Jan 2013 - Mar 2019

• Independent Financial Adviser

  • May 2010 - Mar 2019

  Although my profile says that I have only recently started work at Nurture Financial Planning it was in fact a company name change and rebrand from Premier IFA. I have therefore been here since May 2010. I am an independent financial adviser which means I have the entire market place available to me to find the right solutions for my clients' needs. This differs to a restricted adviser who would only have access to a limited range of solutions. Nurture are directly authorised by… Show more Although my profile says that I have only recently started work at Nurture Financial Planning it was in fact a company name change and rebrand from Premier IFA. I have therefore been here since May 2010. I am an independent financial adviser which means I have the entire market place available to me to find the right solutions for my clients' needs. This differs to a restricted adviser who would only have access to a limited range of solutions. Nurture are directly authorised by the Financial Services Authority (FSA) and as such we answer directly to them. I have specialist permission from the FSA to deal with complex pensions such as defined benefit (final salary schemes) and can advise on the advantages and disadvantages of a transfer and help with collaborative work for pensions and divorce cases. I deal with most aspects of both personal and business financial planning including tax planning, retirement planning, estate planning (including Inheritance Tax mitigation). The most common area at the moment is helping small business owners identify areas where they can use their business for their own personal financial objectives.



Premier IFA Limited

• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • May 2010 - Jan 2013

  I am an independent financial adviser which means I have the entire market place to find the correct solution for my clients. Premier is directly authorised by the FSA, which means we answer directly to the regulator and they can visit us whenever they want! I also hold specialist FSA permissions to deal with the most complex of pensions, Final Salary schemes. I deal with all aspects of tax, retirement and estate planning for both personal and business clients, but also have… Show more I am an independent financial adviser which means I have the entire market place to find the correct solution for my clients. Premier is directly authorised by the FSA, which means we answer directly to the regulator and they can visit us whenever they want! I also hold specialist FSA permissions to deal with the most complex of pensions, Final Salary schemes. I deal with all aspects of tax, retirement and estate planning for both personal and business clients, but also have access to specialists in Equity Release and mortgages. Show less



Premier IFA Limited

• Financial Services
• 1 - 100 Employee

• Financial Adviser

  • 2010 - 2010