Expertise
- Inheritance Tax Planning
- Inheritance Tax Stratagies
- Wealth Management
- Financial Planning
- Financial Advice
- Investment Planning
- Investment Advice
- Pension Advice
- Pension advice & transfers
- Pension Claims from Divorce
- Pensions on Divorce
- Pension Transfers
- Pension contribution
- annuity purchase
- pension income
- ISA
- ISA investments
- ISA contributions
- Life Assurance
- Life Insurance
- Critical illness cover
- Income Protection
- Key Person Protection
- shareholder protection
Summary
I am a Chartered Financial Planner operating my own firm, an independent financial advisory practice. I help private clients and owner-managed businesses to make better financial decisions, giving them a better chance to meet their financial objectives and to allow the decision-makers to sleep better at night. I can assist with investments, pensions, insurance and some tax planning, as well as the ancillary services like cash forecasting to stress-test objectives.
Where possible, I try to offer a fixed fee service at all points, meaning both intial fees and ongoing fees are determined by the complexity of your affairs rather than the size of your investment portfolio. If you are used to a service that charges a percentage fee, why not get in touch to find out how much this model could save you in charges?
Experience
-
Aegis Financial Consulting
Owner
- Current
Qualifications
Chartered Financial Planner (Personal Finance Society)
Advanced Diploma in Financial Planning (Chartered Insurance Institute)
Clubs and Associations
Toastmasters International
Interests and Hobbies
Photography
Chess
Public Speaking
