Independent Financial Adviser
I have over 27 years’ experience as an Independent Financial Adviser dealing with pre/ post retirement planning, long-term care, inheritance tax planning and investment portfolios.
I am able to advise on holistic planning, helping clients with their investments, pensions, protection and estate planning needs.
I work closely with my clients to help them achieve the best solutions on the market to meet their needs and objectives.
Based in
North West
Covers
Cumbria, Northumberland, County Durham
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