Find out more about our professional and experienced adviser - who they are, how they can help you and how you can contact them. Gary has been a financial advisor for over a decade and brings a wealth of experience working for private clients as well as small and larger business owners alike, providing advice across a broad range of areas including investments, retirement planning and protection.
Services
We meet together to discuss your personal circumstances and your current financial situation.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
We'll go into detail so that we can draw up a complete picture of where you are now, and where you want to arrive.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our financial plan.
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
A pension plan requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
A pension plan requires action as soon as possible, so start now - and if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track.
Wealth, just like your health, must be carefully preserved.
Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.
There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax.
Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.
There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax.
Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die.
Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.
An expert will be able to help you plan your taxes in advance, and come up with effective strategies that will use the lawful reliefs and allowances to minimise the amount you have to pay.
Taxation can be very complicated and the rules, reliefs and allowances often change, so it is worth obtaining a clear grasp of how these taxes work by discussing with a professional adviser the most efficient way to arrange your finances.
An expert will be able to help you plan your taxes in advance, and come up with effective strategies that will use the lawful reliefs and allowances to minimise the amount you have to pay.
A Self Invested Personal Pension (SIPP) is a Registered Pension scheme under the terms of the Finance Act 2004.
SIPPs are designed for investors who want maximum control over their pension without being dependent on any one fund manager or insurance company.
As such, a SIPP requires active management and a degree of investment expertise.
Furthermore, the charges (levied by the SIPP manager) may be higher than for a personal pension or stakeholder plan.
Unlike a standard personal pension, a SIPP holder has a much wider choice of assets to invest in, each of which can be selected to meet the individual's personal circumstances and requirements.
SIPPs are designed for investors who want maximum control over their pension without being dependent on any one fund manager or insurance company.
As such, a SIPP requires active management and a degree of investment expertise.
Furthermore, the charges (levied by the SIPP manager) may be higher than for a personal pension or stakeholder plan.
Unlike a standard personal pension, a SIPP holder has a much wider choice of assets to invest in, each of which can be selected to meet the individual's personal circumstances and requirements.
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