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Key Services Offered:
Legal and Financial Services for Businesses and Individuals:
1. Protection (Insurance): Level Term, Reducing Term, Decreasing
Term, Whole of Life, Critical Illness Cover, Permanent Health
Insurance, Long Term Care, Endowments, Medical Cover, Family
Income Benefit, Accident Sickness & Unemployment, Mortgage
Protection.
2. Retirement (Pensions): Personal, Deferred, Company, Stakeholder,
RAC, Section 226, Sipps, Ssas,
3. Investments and Savings.
4. Mortgages and Loans: Personal Mortgages, Commercial Mortgages,
Secured Business Loans, Home Income Plans, Equity Release
Core Experience of Principals:
I have been corporately employed most of my working
life, initially in sales and marketing but mostly in senior and
very senior management positions within the IT industry. I have
honed my skills to provide and implement Exit Planning Strategies
for clients which usually include one or more of the Financial
Services products listed above. I have another hat which is
Personal Estate Planning and Will Writing.
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Qualifications:
Member of the Institute of Professional Willwriters.
Accredited Associate, Institute for Independent Business.
Industry Sectors worked in:
Financial services. IT.
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