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Based in Braintree
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
I have been providing Financial Advice for over 30 years. My area of expertise are Investments for growth and Income. Investments that not only aim to provide a good return over the medium term but also take advantage of Tax reliefs and Government incentives. In particular Inheritance planning with a 2 year rule for money out of the estate. Venture Capital Trusts and Enterprise Investment Schemes all fully supported by HMRC. I have learnt over the years being a Financial Adviser is about forming a relationship to help make critical decisions about your future , this can only be achieved by taking the time to listen and fully understand your future plans .
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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