Summary

The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change.

Our approach is simple, we aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity.

Truly Independent has a wealth of experience in the areas of financial planning and wealth management and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

Private Client Advice
Investment strategies
Pension planning (including income drawdown)
Mortgages including Remortgage, Buy to Let and Let to Buy
Tax planning strategies
Life and health insurance
School fees planning
Estate Planning

Truly Independent understands that protecting our client's wealth from inheritance tax requires tailored, careful planning. We offer comprehensive advice about how to take advantage of the most tax-efficient and effective strategies to manage and protect our clients estates. There are times when it can prove difficult to establish your true financial needs, which is why Truly Independent provide advice in a friendly and understandable manner.

Truly Independent offers' both personal and corporate advice on a whole range of financial services including the following:

Personal

Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Income protection
Inheritance planning
Long-term care
Family protection life assurance

Corporate

Employee benefits implementation and management
Flexible employee benefits menu systems
Group and Executive Pension schemes
Group income protection
Group Private Medical Insurance
Group death-in-service and dependents benefit schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required

*The Financial Conduct Authority (FCA) does not regulate all of these products and services



Area of Expertise


I am an authorised introducer to Truly Independent Ltd who offer the following:
Private Client Advice
Investment strategies
Pension planning (including income drawdown)
Mortgages including Remortgage, Buy to Let and Let to Buy
Tax planning strategies
Life and health insurance
School fees planning
Estate Planning

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