Experienced Chartered Financial Planner specializing in retirement planning, investment strategies, and tax-efficient solutions. Managed a £10 million+ portfolio of high-net-worth clients, delivering tailored solutions for complex cases including pension drawdown, inheritance tax planning, and VCT/EIS investments.
Successfully managed a £10 million+ portfolio of high-net-worth clients, delivering tailored financial solutions in retirement planning, investment strategies, and tax-efficient solutions.
