Expertise
- Investment
- Inheritance Tax Planning
- Income Protection
- Pensions on Divorce
- Pension Transfers
- Wealth Management
- Pensions
- investment planning
- family protection
- ISA's
Summary
I have always worked in financial services specialising from outset in pensions and investment analysis. I have extensive knowledge of defined benefit schemes, occupational pensions and personal pensions. I have worked with all kinds of investments from SIPP property purchase to bespoke built portfolios for high net worth clients. I have advised on all kinds of trust and investment based estate planning vehicles. Mother of three I understand the pressures and costs of modern life and always enjoy helping others to negotiate the modern financial landscape.