Anna Gidman

I am a Whole of market investment specialist and independent financial advisor (IFA) . I am able to advise on all areas of financial planning however my particular interest is in helping women who often take time out to look after children during their careers and then have less retirement assets but are expected to live longer than men creating larger shortfalls and the vulnerable in society including the elderly. My extensive experience and knowledge in adult social care, understanding neuro-disabilities and children's special educational needs and social care needs through immediate family experience has helped me to help others struggling to manage finances as well as caring for those vulnerable people. My clients tell me my approachable manner and talking in their language with no jargon using 21st century tools like cash flow forecasting gives them the reassurance their assets will last their lifetime or it gives them the shake up they needed to start saving more or reducing unnecessary expenditure. Understanding DWP benefits often means I am helping the elderly to apply for attendance allowance rather than ransack their savings to pay for care. This is called holistic financial planning as I do not just focus on their products they hold neither do i have an agenda to 'sell' something. I provide a service not a product. Pensions including Sipp's and all forms of Drawdown including annuities are another expertise and later life care planning and inheritance tax planning. I help my clients grow their assets to provide future income to meet their needs and help with tax planning to make their investments and estate planning as effective as possible . No charge for initial consultations . Please email me or phone me if you would like further information. 30 years experience as a financial adviser in total .I am a Whole of market investment specialist and independent financial advisor (IFA) . I am able to advise on all areas of financial planning however my particular interest is in helping women who often take time out to look after children during their careers and then have less retirement assets but are expected to live longer than men creating larger shortfalls and the vulnerable in society including the elderly. My extensive experience and knowledge in adult social care, understanding neuro-disabilities and children's special educational needs and social care needs through immediate family experience has helped me to help others struggling to manage finances as well as caring for those vulnerable people. My clients tell me my approachable manner and talking in their language with no jargon using 21st century tools like cash flow forecasting gives them the reassurance their assets will last their lifetime or it gives them the shake up they needed to start saving more or reducing unnecessary expenditure. Understanding DWP benefits often means I am helping the elderly to apply for attendance allowance rather than ransack their savings to pay for care. This is called holistic financial planning as I do not just focus on their products they hold neither do i have an agenda to 'sell' something. I provide a service not a product. Pensions including Sipp's and all forms of Drawdown including annuities are another expertise and later life care planning and inheritance tax planning. I help my clients grow their assets to provide future income to meet their needs and help with tax planning to make their investments and estate planning as effective as possible . No charge for initial consultations . Please email me or phone me if you would like further information. 30 years experience as a financial adviser in total . Top skills