Expertise
- Pensions
- family protection
- Pension Transfers
- Income Protection
- ISA's
- investment planning
- Inheritance Tax Planning
- Wealth Management
- Investment
- Pensions on Divorce
Summary
I'm a chartered financial planner with more than 25 years' industry experience. I specialise in pensions, retirement and investment planning, and I use cashflow software to bring situations to life and help my clients plan with confidence.
SMC Financial Services is one of the few companies in the region with corporate chartered status, demonstrating our expertise and professionalism.
Experience
-
SMC Financial Services
Chartered Financial Planner
- Current
