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About

I have been working as an independent financial adviser (IFA) since 1996. During that time I have had considerable experience of most areas of financial advice. This includes: - all areas of pension advice, including pension transfers, - all areas of protection, - investment advice, and the most appropriate tax wrappers for those investments, as well as - estate planning, often working in conjunction with other professional advisers, such as solicitors and accountants. - I also have looked after employee benefits for a large number of companies. We also make use of cashflow forecasting to help clients explore where they have got to, and look at various scenarios; such a powerful ...