I have been an Independent Financial Advisor for over 34 years. During this period, I have provided protection, investment, pension, later life planning, estate planning and mortgage advice to private, corporate and charity clients.
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Recognised in the VouchedFor 2026 Top Rated Adviser Guide for consistently strong client feedback and high professional standards. View my client reviews on VouchedFor |
My team
If I am not available or cannot get back to you right away, please feel free to reach out to Rob for any technical queries and Lucy for any administration queries. They are always happy to help and will make sure you get the support you need.
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When it comes to drawing an income in retirement, the order you use your pension, ISA, investments and cash savings can make a significant difference.
Maximise income tax relief and corporation tax benefits on pension contributions. Changes in inheritance tax rules will take effect in April 2027.
Understand the benefit of pension contributions and how as a partner you can maximise the amount you save.
When it comes to drawing an income in retirement, the order you use your pension, ISA, investments and cash savings can make a significant difference.
Maximise income tax relief and corporation tax benefits on pension contributions. Changes in inheritance tax rules will take effect in April 2027.
Understand the benefit of pension contributions and how as a partner you can maximise the amount you save.