In Part 1 of my blog on taking Tax-Free Cash from your pension, we explored what Tax-Free Cash is and how it works. We also considered why ‘phasing’ your tax-free…
Providing clients with the highest standards of Financial Planning and Wealth Management with ongoing advice, stewardship and counsel.
Having worked in the industry for 15 years, I’ve developed a real passion for sourcing, implementing and providing the highest standards of Financial Planning and Wealth Management to our clients. I love what I do and it is both an honour and a privilege to be able to work as closely as I do with my clients. We help our clients to review and organise their affairs and help them to progress towards their lifestyle goals and feel more in control.
I am a Chartered Financial Planner, a Chartered Wealth Manager and a Fellow of the Personal Finance Society (FPFS). This simply means that I’m striving to leave no stone left unturned and I’m constantly finding new ways to provide our services better, faster and cheaper for our clients.
I also love a good cup of tea and a chocolate biscuit.
I am lucky to be able to spend most of my spare time with my wife, Katie, and we both enjoy indoor-climbing and local ParkRuns to keep fit and also to stay in touch with friends over a post-jog brunch. We also enjoy theatre, long walks in the sun, the odd picnic and good food with our families… Well, who doesn’t?
Did I mention I like tea and biscuits?