Expertise
- Wealth Management
- Inheritance Tax Planning
- Investment
- Pensions on Divorce
- Pension Transfers
- Pensions
- Income Protection
- Family Investment Companies
- Trusts & Estate Planning
- EIS's and VCT's
- BR Qualifying Investments
- Financial Planning
Summary
I'm a financial planner primarily for business owners, with a fixed fee structure not often seen in the financial advice industry.
Experience
-
Xentum Ltd
Financial Planner
- Current
