Expertise

  • Pension Planning
  • Pension Transfers
  • Private investments
  • Investment
  • Inheritance Tax Planning
  • Tax Mitigation
  • VCT & EIS
  • Protection
  • Business Protection
  • Trusts
  • Wills, Trusts and Inheritance
  • Business & Personal Tax
  • family protection

Summary

As a certified (and FCA registered) wealth management consultant, I am able to advise on all aspects of pension planning, investments, trust planning, protection and inheritance and estate planning. 

 

This allows me to formulate a strategy to maximise tax-efficiency for you and future generations.  Additionally, our role at Mattioli Woods as administrators and product providers will help aid efficiency in the implementation of such strategies and ongoing reviews to ensure alignment with any changes to circumstance or legislation. 

 

We also help business owners/directors conduct sophistiacated pension planing that intergrates with their business including the ability to purchase commercial property or even purchase company unquoted shares.

 

If you would like a no obligation chat to discuss any of the above please do not hesitate to contact me.


Experience

  • Mattioli Woods plc

    Pension & Wealth Management Consultant
    - Current

Qualifications

Level 4 Diploma in Regulated Financial Planning of The Chartered Insurance Insitute.

Authorised and Regulated by the FCA.


Interests and Hobbies

Running events/Fitness, travelling and spending time with family.


Email Damian

Popular Financial Advisers in Manchester

  • Protection Insurance
  • Employee Benefits
  • Income Protection
  • Retirement Planning
  • vct (venture capital...
  • + 17 more
  • 9 postings
  • Pension Planning
  • Critical Illness...
  • Life and Health...
  • Tax Allowances
  • ISA
  • + 8 more
  • ISA's
  • Critical illness cover
  • Pension Consolidation
  • Inheritance Tax Planning
  • + 13 more

Find the right professionals in Manchester

View The Full Index

Search By:

Submit your Enquiry here

Enquiry Details

Contact Details