Expertise

  • Wealth Management
  • Inheritance Tax Planning
  • Pension Planning
  • Pensions
  • Investment
  • Protection
  • Pension Transfers
  • Business Protection Insurance
  • ISA investments
  • Trusts & Estate Planning
  • Employee Benefits Platform
  • Tax Efficient Investments
  • Private Equity
  • VCT & EIS
  • Wealth Accumulation
  • Investment Advice
  • Pensions advice
  • SSAS pension
  • SIPP/SSAS

Experience

  • Mattioli Woods plc

    Wealth Management Consultant
    - Current

Email Haidar Bokhari