Expertise
- Pensions
- Pension Transfers
- Pensions on Divorce
- investment planning
- Inheritance Tax Planning
- Wealth Management
- ISA's
- Income Protection
- Corporate & personal taxation
- Retirement Options
- Retirement Planning
- Protection Insurance
- Sharehoder Protection
- Keyman/Shareholder Protection
- Succession Planning
- Personal Financial Planning
- Pensions Freedom
- Employee Benefits
- Life cover
- family protection trusts
- vct (venture capital trusts)
- VCT & EIS
Summary
Having spent over 20 years working closely with clients building trusted relationships that enable me to support their objectives, I chose to join Navigation Wealth Management. I offer a wealth management service based on trust and long-term focus. I advise clients on strategies that are consistent with their needs and ensure that their portfolios consistently match their objectives.
I specialise in the unique challenges facing people who want to:
Looking at ways to retire comfortably
Savings & investments
Seeking to reduce the amount of tax they pay
Providing or protecting an inheritance
Planning for their children’s futures
Running a business
Selling a business
By understanding what the client is looking to achieve together we can formulate a plan that sits alongside the clients core values. Long-term financial planning is more important than ever. Clients benefit from having someone they trust to guide them through changes in legislation and work alongside them for the years ahead.
Experience
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Navigation Wealth Management
Financial Planner
6 - 20 Employees 2018 - CurrentHaving spent over 20 years working closely with clients building trusted relationships that enable me to support their objectives, I chose to join Navigation Wealth Management. I offer a wealth management service based on trust and long-term focus. I advise clients on strategies that are consistent with their needs and ensure that their portfolios consistently match their objectives.
I specialise in the unique challenges faced by people in..
Looking at ways to retire comfortably
Savings & investments
Seeking to reduce the amount of tax they pay
Providing or protecting an inheritance
Planning for their children’s futures
Running a business
Selling a businessBy understanding what the client is looking to achieve together we can formulate a plan that sits alongside the clients core values. Long-term financial planning is more important than ever. Clients benefit from having someone they trust to guide them through changes in legislation and work alongside them for the years ahead.
Education History
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Business & Finance
Wakefield College
1994 - 1996Distinction in Business & Finance HND
Qualifications
Dip PFS
Interests and Hobbies
Scuba Diving - Padi Qualified
Cricket
Rugby
