Our People

As part of the Wealth Planning team, I work closely with the advisors, fellow paraplanners and administrators to create and deliver recommendations to help meet clients' objectives.

I conduct research of financial products and investments we recommend to our clients to ensure they remain suitable and competitive.

I advise on a wide range of subjects covering investments, pensions, trust and inheritance tax planning.

   

Recent Activity

Investment into Business Relief (BR) qualifing assets for Inheritance Tax (IHT) mitigation after 2 years.