Listing Category
Short Description
Independent Financial Adviser and Chartered Associate of the LIBF, helping clients across the south of the UK!
Description
I help my clients in a wide range of ways, including specialising in later-life planning. This includes legacy planning, inheritance tax, trusts, paying for care, equity release, pension advice, ISAs, investment and lots more. I can help you, your family, friends, colleagues and clients to bring peace of mind and improve quality of life.
Previously worked for and with brokers, national UK banks, national wealth management and am now providing independent advice with Temple Wealth Management.
