Financial Planning Limited
I have worked in the Financial Services market place for over 25 years and enjoy helping individuals and companies plan, create and protect their existing and future financial wealth for themselves, and the benefit of their employees and children. I hold CF8 (Long Term Care), the CII Diploma and Mortgage Professional Qualifications, including the Equity Release licences, and specialise in planning clients' Retirement, Inheritance Tax, Investment, Savings and Protection needs.
I enjoy meeting with individuals who do not receive regular reviews and advice but need to understand the value and purpose of the investments and plans that they have acquired; and need help to arrange and organise these in the most tax efficient way.
I also enjoy educating those younger people who have little, or no experience in Financial Planning and need advice on where, and how, to start planning their finances.
In summary, I provide a wide range of independent financial planning services to individuals, company directors and trustees. My emphasis is on maintaining a long-term relationship with my clients, and to provide them with a source of trusted and truly independent advice as their financial needs evolve over the years.
The whole ethos of my work is to provide a comprehensive financial planning service individually tailored to each client. I aspire to achieve this by fully understanding your current and future financial needs through a permanent relationship of trust where you can discuss your existing and future financial planning in a confidential way.
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5 Manor Road, Merstham
Surrey, RH1 3LT