Independent Financial Adviser

• Apr 2016 - Present

I provide fully independent and impartial Wealth Management and Financial Planning advice to individuals, corporate businesses and trusts.I specialise in the following areas: -Wealth Management and Investment PlanningPortfolio and Investment Management e.g. Investment ISA’s, Collective Investment Accounts, Collective Investment Bonds etc..Onshore and Offshore InvestmentsSavings and Investment Strategies for Businesses, Children, Individuals and TrustsEstate and Inheritance Tax PlanningTrust and Tax Planning Estate and Legacy Planning for Beneficiaries Pension and Retirement PlanningFree Pension Review ServiceImplementing and Reviewing Auto Enrolment Schemes for SME's and Corporate BusinessesImplementing and Reviewing Pension Schemes for IndividualsPension Transfer and Switching for IndividualsSIPP’s and SSAS’sIndividual and Business ProtectionLife Cover e.g. Level Term, Decreasing Term etc..Critical Illness CoverFamily Income BenefitIncome ProtectionWhole of Life InsuranceKey Man Cover for BusinessesShareholder Protection for BusinessesRelevant Life Cover for BusinessesPlease do not hesitate to contact me if you would like further information.