Pension and financial Advice. Free first meeting
Seeking the following referrals:
I am looking for people who need help with pensions and retirement planning. I also can provide investment advice, inheritance tax mitigation and wealth management. Minimum pension value of £50k
For the following services:
I am an independent financial adviser providing regulated advice to people and business's' This can include combining pensions to increase returns while reducing costs. Helping people understand what retirement looks like and when it could be achieved Investing excess cash into FCA regulated investments that are well diversified and covered by the FSCS protection.About this service
I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market. Over the years, I have worked with clients from all walks of life, from young professionals just starting their careers, business owners protecting assets and to retirees looking to enjoy their golden years. My approach to financial advising is to listen carefully to my client’s needs and goals, and to provide them with personalised advice and solutions tailored to their unique circumstances. I believe in taking a holistic approach to financial planning, taking into account not just investments and retirement planning but also insurance, taxes, and estate planning. I am committed to providing my clients with unbiased advice and guidance, always putting their interests first. Whether you are looking to build wealth, protect your assets, or plan for retirement, I am here to help you navigate the complex world of financial planning and achieve your financial goals. I am based in Birmingham but visit clients throughout the UK.Gallery
