Telephone: 01959 565187 / 07985 595577
Details of qualifications: Over 35 years of advice experience; STEP Certificate in Financial Services; Long Term Care award; Advanced Cii exams in Taxation, Investments and Business financial planning; J06 Pension Income Options.
Telephone: 01959 565218 / 07956 608540
35+ years financial services experience. DipFA MLIFB Certified Financial Adviser. Experienced adviser on Investments, pre and post retirement planning, inheritance tax, alternative investments (EIS/VCT) and group pensions.
Telephone: 07973 744179
Over 35 years experience. Advanced qualifications on Taxation & Trusts and Pensions. Experienced in Investment, Pension and Inheritance Tax advice.
Telephone: 01932 645150 / 07970 084727
Retirement planning specialist helping people planning for, at, or in early retirement to identify, achieve and maintain their desired lifestyle, without fear of running out of money.
Location: Kent and Sussex
Telephone: 01959 565187 / 07917 855714
: FPFS Chartered Fellow of Personal Finance Society; Resolution member working towards Resolution accreditation; Certificate in financial planning and Long Term Care Insurance. Specialising in divorce financial planning and retirement planning.
Location: South East
Telephone: 01959 565187 / 07747 722341
Mortgage CeMAP Qualification. 20 years experience in mortgages, specialising in residential, buy to let, 2nd charge and further advance mortgages. Also protection which includes Life & Critical Illness insurance, Income Protection and Key-man insurance.