Bound 4 Retirement

Independent Financial Advisers specialising in Financial Planning for those approaching and at retirement. In addition to Pension Advice; we advise on other aspects of this important time in your life, including Inheritance Tax Planning to preserve Family Wealth, Long Term Investment Strategies balancing Growth & Income.

Using Goal Orientated advice, combined with Evidence Based Investing, we bring experience and expertise to provide you with the very best Financial Planning you would expect from a Chartered Financial Planner.Working out of Gloucester, I am a Chartered Financial Planner with over 20 years' experience. As a Chartered and Independent Financial Adviser I provide unrestricted, whole-of-market financial advice.

My Chartered Financial Planner status also proves that I am qualified to the highest level in the industry, with this particular standing being widely regarded as the 'gold standard' for financial advisers. My experience in Financial Services has given me the ability to focus on what really matters to my clients; ensuring that your goals are addressed, and practical retirement strategies are put in place, regularly reviewed and progress monitored.