Expertise
- Retirement Planning
- investment planning
- Protection planning
- Estate planning
- Inheritance Tax Planning
- Mortgage Planning
- Long Term Care planning
Summary
VouchedFor Top Rated Adviser 2025
I help families, young professionals and business owners with all of their financial planning needs to help them work towards the financial freedom they deserve.
My advice covers:
- Retirement Planning
- Investment Planning
- Protection Planning
- Estate Planning
- Inheritance Tax Planning
- Mortgage Planning
- Long Term Care Planning
I have a background in customer services and pensions, so the client experience is at the heart of everything I do. I will take the time to get to know my clients so that we together, can create a robust financial plan aiming to meet your personal and financial goals.
Experience
-
Think Wealth Limited
Financial Adviser
2025 - Current -
Schofield & Associates Financial Planning Ltd
Financial Adviser
2023 - 2025 -
Embark Pensions
Manager
2017 - 2023
