Joe is our fully qualified and certified Independent Financial Adviser specialising in pensions and investments planning as well as business pension and protection requirements. In being independent and having access to the entire marketplace to source the best providers and products, he is able to ensure your financial position is secured both now and in the future.
We can offer a fully holistic financial planning service in the following areas:
Investing tax efficiently for accumulation and/or income
Business Protection including (Relevant Life/Key Person/Shareholder Protection)
Group Personal Pensions (new & existing)
Pensions planning for both pre- and post-retirement
Inheritance tax, trusts and estate planning
Protection/insurance for client’s financial dependents and loved ones
Professional connections with legal and property finance experts.
Over time, your personal circumstances and requirements will change as will products, legislation and market conditions. Joe will offer to provide you with an ongoing review service and assessment after any initial advice is provided; this will ensure your financial plans continue to meet your objectives and attitude to risk.
A friendly, down-to-earth team providing a professional service, tailor made for you and your business.
Get In Touch.