Services

I am proud to offer a wide range of wealth management services, including advising on personal pensions and navigating the process of investment planning. 

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Annuity

There are several factors that can impact an annuity, which makes finding the best pension annuities challenging. From your retirement location to your personal health, I can help you navigate the complex landscape of pension planning. 

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Drawdown

A drawdown pension is a way of flexibly accessing your pension fund. I can advise you on whether to take a tax-free lump sum, then help you move the remaining amount into a Flexi Access Drawdown Product.

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Equity Release

As housing prices continue to rise, so does the value of your home. If your house is currently worth more than you paid for it, then you can access some of the funds whilst still living and owning the property.

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Individual Life Insurance

There is more to life insurance than financially safeguarding against your passing, it can also reduce the monetary impact of injury or illness. Whether you are the owner and the insured or are taking out the policy for someone else, it is important to understand the details before purchasing life insurance. 

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Investment Planning

The investment landscape can be complicated, but it can also produce profitable rewards. Though the types of investments can vary, from investment bonds to lump-sum investments, the goal is always the same - to get the most out of your money.  

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ISAs

Tax-efficient and highly profitable, ISAs are a popular choice for individuals wishing to save for the future. Introduced in 1999, the Chancellor's 2014 Budget further improved the flexibility and tax breaks of ISAs, making now the best time to invest. 

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Lifetime Mortgage

When you come to retire, a lifetime mortgage can both offer a financial boost and allow you to live in the house rent-free. You still own the property, and any repayments are made after you have finished using it.

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Pension Consolidation

There are several benefits to consolidating your pension. Amongst others, some of the main advantages include the freedom to choose a provider and a higher potential for return.

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Personal Pension

Everyone is suitable for personal retirement planning, no matter whether you are employed, self-employed or out of work, everyone should build their pension fund as early as possible. As the tax on personal pensions can be staggering, it is important to prepare with a retirement planning specialist, who can advise you on the best way to draw your fund.  

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Services for Businesses

In addition to my individual services, I can also support businesses and corporations with their wealth management needs.

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Shareholder Protection and Key Person Protection

I am an expert in protecting against the risk of your business collapsing due to the loss of a key individual.

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Corporate Pensions

Whether you are interested in auto-enrolment pension providers or want a pension plan for the directors of your business, I can help you to understand corporate pensions. If you employ people, having a compliant auto-enrolment pension scheme may be compulsory - but choosing the provider is up to you. 

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