I prepare comprehensive and compliant reports for clients, primarily in the Inheritance Tax and Retirement Planning areas.
I have 17 years in the IFA industry, and before that 15 years in U.S. Brokerage. I also spent 6 years in the Royal Navy.
I am a Chartered Financial Planner with the Chartered Insurance Institute, an Associate of the Personal Finance Society and Fellow of the Chartered Institute for Securities and Investment.