Personal Information
Organization / Workplace
Bath, United Kingdom United Kingdom
Occupation
Financial Planning Consultant at Harrington Wood Chartered Financial Planners
Industry
Finance / Banking / Insurance
Website
http://www.moorestephenscfp.com
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 ...
Tags
budget 2018
tax year
investment
financial services
income tax
sitr
seis
eis
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