Expertise

  • Inheritance Tax Planning
  • Life cover
  • Income Protection
  • Retirement Options
  • Pensions on Divorce
  • Pension Transfers
  • Retirement Planning
  • Wealth Management
  • Employee Benefits
  • Personal Financial Planning
  • Pensions
  • Pensions Freedom
  • family protection trusts
  • investment planning
  • vct (venture capital trusts)
  • ISA's
  • Succession Planning
  • Corporate & personal taxation
  • Keyman/Shareholder Protection
  • VCT & EIS
  • Sharehoder Protection
  • Protection Insurance

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.

Email Navigation Wealth Management

">

Find the right professionals in Leeds

View The Full Index

Search By:

Submit your Enquiry here

Enquiry Details

Contact Details