I have worked in the Financial Services industry since 2008 and I am a Diploma qualified Financial Planner and a member of the Chartered Institute of Insurance.
I am passionate about helping individuals, families and business owners with their financial planning and my approach is to very much to take a holistic view of your financial situation in its entirety and then to fully understand where you want to be and what you want to achieve.
Working together to ensure you are financially well organised, I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life. Cashflow modelling and forecasting allows you to add timeline events to see whether you are on track to meet your goals which may include for example, retiring early, helping your children purchase a first home, purchase a holiday home, pass on your estate in the most tax efficient way etc…
My areas of expertise include:
- Pre and post retirement planning
- Pension planning
- Tax planning
- Creation and protection of wealth
- Savings and Investments
- Insurance and protection
- Inheritance tax planning
- Estate planning
- Long term care planning
- Business owner tax planning and protection
I work closely with our in-house investment team, who deliver a first class socially responsible investment proposition, along with an extensive range of strategies to suit all risk appetites.
I work alongside the Mortgage, Equity Release, Wills, Lasting Power of Attorney and Trusts teams at Ellis Bates to offer you expert financial solutions and services from saving up for your first home to protecting your family’s inheritance in later life – and everything in between.