A brief introduction
I have over 35 years of experience in financial services and planning. I am a Chartered Financial Planner and a member of the Chartered Insurance Institute (CII).
My specialism lies in family finance strategies, particularly those which are linked to Inheritance Tax mitigation and trust solutions. I am always looking to find solutions that enable your planning to move forward.
Family finance strategies
While the freeing up of the rules around pensions is to be welcomed, it does mean that the choices to be made have become much more complex. We felt that the advice given provided solid guidance through this potential minefield!