Expertise
- Finacial advice
- Protection
- Retirement & Pension Planning
- Retirement Advice
- cash flow forecast
- Invesment Planning
- Invest in Stock Market
- INvestment management
- Inheritance Tax Planning
- IHT and Estate Planning
- ISA investments
- ISA's
- Pension
- Divorce & financial settlement
- Pension advice & transfers
- Pension contribution
- Pension Consolidation
- Pension Transfers
- Trusts & Estate Planning
- Trusts
- Wealth Advisor
- Wealth Management
- Wealth Improvement
- Income Protection
- Critical illness cover
- Relevant Life Insurance
- Executive Protection
- Life Protection
- vct (venture capital trusts)
- VCT & EIS
- Investment Bonds
Summary
I provide personalized advice tailored to your unique circumstances, crafting a plan that aligns with your goals. This includes regular reviews to ensure we continuously adapt to your evolving needs and keep you on track.
Key areas of focus include:
Tax-Efficient Investment
Planning Protection
Planning Retirement Planning
Detailed Cash Flow Modelling
Experience
-
Twelve Wealth Management
Financial Adviser
- Current
Education History
-
MSc Advanced Accounting
Ulster University
