Expertise
- Pension
- Pension Auto Enrolment
- Pension Planning
- Pension Transfers
- Pensions Freedom
- Pensions on Divorce
- Investment
- Financial Services
- Protection
- Business Protection
- Inheritance Tax Planning
- investment planning
- Estate planning
- vct (venture capital trusts)
- enterprise investment schemes
- Savings & Investments
- Tax Planning
- Trusts
- Corporate Services
- Employee Benefits
Summary
I am a fully-qualified IFA providing a bespoke and impartial service, helping clients to meet their needs and lifestyle objectives. I provide a personal and confidential service to both existing and potential new clients in a professional and courteous manner. I understand that all clients are different and look to support new clients in understanding personal financial management as well as assisting experienced clients gain maximum value from their existing portfolios. At PWH Financial Planning we are also able to provide advice on occupational pensions. I offer a free initial consultation to all new clients, so please contact me now or visit my website for more information.
Experience
-
PWH Financial Planning
Associate Director
- Current
Education History
-
Fianncial Services
University of Northumbira at Newcastle
1997 - 2000 -
Global Financial Management
University of Northumbria at Newcastle
2002 - 2003
Qualifications
Diploma in Financial Services
Clubs and Associations
Personal Finance Society
CII
