Summary
I am a Chartered Financial Planner at one of the UK’s leading firms. Our focus is on fostering long term relationships with our clients, assisting in many areas of advice including the preservation and growth of wealth; pension planning; investment; and tax mitigation.
Expertise
- Investment Planning
- Saving for retirement
- Imminent retirement options
- Maintaining your standard of living in retirement
- Financial security for dependents in the event of death
- Financial security in the event of sickness or disability
- Inheritance tax planning
- Insurance for business (e.g. shareholder protection, key man insurance)
- General pension advice
Experience
-
The Roberts Partnership
Chartered Financial Planner
- Current
Qualifications
Chartered Financial Planner
Associate of the Personal Finance Society (APFS)
BA (Hons) Accounting and Finance
