Expertise
- Pension Advice
- ISA's
- Investment Advice
- Protection
- Retirement & Pension Planning
- Business Financial Advice
- Auto Enrolment
- Financial Advice
- Inheritance Tax Planning
Summary
I have worked in Financial Services since 2014. As a fully qualified independent financial adviser (IFA) I can help you with a wide range of financial planning topics. Much of my work involves pre- and post-retirement advice, investment strategies and tax efficiency. I can also help you protect yourself and your loved ones from the consequences of ill health or death.
Experience
-
Talis IFA
Independent Financial Adviser
- Current
Qualifications
London Institue of Banking and Finance (LIBF) - Diploma in Financial Advice
Interests and Hobbies
- Golf
- Paintballing
- I am also about to start my journey into becoming a qualified Sommelier.