What I Do
Investments and Savings
There are a vast array of savings and investments plans out there, but the basic principles of investing do not need to be complicated and my job is to find the products suitable for you. From cash ISAs to long-term investments, after a full assessment I can help you find the most rewarding places for your money.
After establishing your financial goals and objectives, another important consideration when recommending a financial plan is to ensure it is as tax efficient as possible. The philosophy with tax planning is to ensure you maximise your savings and don’t pay tax unnecessarily.
Insurance and Protection
Life has a habit of getting in the way of best laid plans, so any financial plan needs to start with protecting the biggest asset you will ever have – you. The cost of providing cover against the worst that life can throw at us is relatively inexpensive and I can advise on a range of policies to suit your specific circumstances.
Pensions are an extremely tax efficient way to save for your retirement. The tax breaks available within your pension will help your savings to grow quicker, so the sooner you can start contributing towards your pension fund, the better your retirement will be.
With 15 years experience as a financial adviser, I'm available to discuss financial planning over the Kent and Sussex area. In 2012 I was awarded the Chartered Financial Planner accreditation, which is a recognised ‘gold standard’ within the industry. area.