- Pension Transfers
- Pensions on Divorce
- investment planning
- Inheritance Tax Planning
- Wealth Management
- 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
I help people make better financial decisions.
My business is built on trust, integrity & service. Putting the clients best interests at the heart of every piece of advice is of paramount importance and is the foundation upon which I work. Every client has a unique set of circumstances therefore they all need their own bespoke financial plan from which we can work from.
Hardman Financial Advice
Financial Planner6 - 20 Employees 2018 - Current
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 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 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.