Summary

People come to us wanting to know how to make the most of their income and assets.

We achieve that by being able to:

1. Find out what is really important and why

2. Create a strategy which will illustrate how future plans can be achieved

3. Maintain the strategy which undoubtedly will change due to personal and/or market circumstances.

We give our clients peace of mind in knowing that their financial affairs are proactively looked after.

This involves planning around investments, property, pensions and tax issues AND also working together with their accountant or solicitor.

Expertise


Getting you financially organised.

Identifying your needs and showing what needs to be done in order to achieve those aspirations.

Creating a definite strategy.

Maintaining the strategy on a long term basis.

This involves advice on investments, pensions and tax issues.

Experience

  • Appleton Gerrard Private Welath Management

    Chartered & Certified Financial Planner
    - Current
    Professionals prefer to deal with advisers who are Chartered or Certified. I deal with introductions from solicitors and accountants to help their clients make the most of their wealth. This has been through: * Inheritance Tax Planning * Pensions and employee benefits * Investment portfolio construction * Simplifying complex investments * Reorganising financial wealth * Introductions to other specialist advisers making sure clients get the most proactive service

Qualifications

BSc.(Hons), APFS, CFP - Certified Financial Planner Licencee (Institute of Financial Planning), CFP - Chartered Financial Planner (Cii / Personal Finance Society), AFPC - Advanced Financial Planning Certificate, Modules include: Taxation and Trusts (G10), Personal Investment Planning (G20), Advanced Pensions and Retirement Planning (AF3), Pension Funding Options (J04), Pension Income Options (J05), Financial Planning Process (AF5), Mortgages (MAQ)

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