A local Chartered Financial Planner who provides bespoke financial planning and wealth management advice to individuals, businesses and trustees.
Having worked in financial services for over 17 years and attaining Fellowship, the highest qualification awarded by the Chartered Insurance Institute (CII), I provide holistic financial planning and wealth management advice to individuals, trusts and businesses.
The industry has changed over the years, with the rise in digital services and a contraction in the number of qualified financial advisers available in the UK, at a time when the options available to a person retiring are now even more complex than they were previously. Regardless of your age, resource, or experience, everyone should have access to financial planning and wealth management advice.
I provide this advice through a bespoke personal service tailored to meet the unique requirements of individual and corporate clients in all aspects of wealth management and financial planning, including:
•Building and Preserving wealth
•Managing Cash and Borrowings
•Personal Protection against sickness, and/or death
•Business Protection for key people and directors
•Planning for retirement
•Understanding your options at retirement
•Inheritance Tax and Estate Planning
•Aspects of business exit strategy
Based in Huddersfield, but dealing with clients across the UK, my emphasis is on maintaining long term inter-generational relationships with clients and to provide a trusted source of advice both now and in the future as their needs evolve.
I offer a no obligation consultation to gain an understanding of your needs for any financial advice. Whether you’re on the journey to building your wealth, are in the process of retiring and need advice on how best to manage your money, or you’re at a stage in life when cascading your wealth to loved one’s tax efficiently is important, I have the expertise as a Chartered Financial Planner to provide you with tailored advice to meet your objectives.