About me
As well as managing the Financial Planning department within the Belfast office, I advise clients on their retirement planning opportunities through the use of tax efficient vehicles to encompass personal pensions, SIPPs and drawdown plans. I also advise clients and their families on inheritance tax mitigation strategies to pass wealth down the next generation. By combining my experiences in the areas of retirement and estate planning, I can tailor a bespoke tax and investment portfolio to meet client objectives, and utilise the in-house discretionary fund management services to maximise returns.
Background/Experience
I specialise in the area of pension transfers and I am registered as a specialist adviser with the FCA to give complex advice around final salary and defined benefit options. Clients can be assured of a comprehensive retirement planning service that covers off both the technical advice required around pension legislation, but also the in-house expertise around pension fund management and specifically access to SIPPs. I also have many years of experience in advising upon a broad range of estate planning options where the reduction of inheritance tax and the effective transfer of family wealth to the next generation are a priority.
My interests
I am a keen rugby follower and season ticket holder with Ulster Rugby, and I enjoy the odd game of golf. I also enjoy both cooking and dining out experiences. I love to travel and in particular Italy is a favourite destination.
My areas of expertise
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Helping private clients with their life goals and investment choices
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With a long career already behind me at Investec, I would differentiate us as being an organisation that has family values at the heart of the business and places great emphasis on building long lasting relationships with clients and their wider family.
Joe Robinson