- Chartered Financial Planner APFS
- Member of SOLLA – Society of Later Life Advisers
- Long term care funding and advice for elderly clients.
- Retirement options at retirement.
- Pension technical advice
30 years with NatWest/RBS in financial advice – moved to Kreston Reeves April 2006
My time with Kreston Reeves has been a valuable career development. The firm has encouraged specialism and my involvement with many technical pension cases has been most rewarding. Since Pension A Day in April 2006, there have been significant changes to pension legislation and this has generated many enquiries especially from high net worth clients. These tend to involve concerns in respect of Lifetime and Annual allowances and interpretation and more recently in respect of the more flexible pension regulations as announced in the 2014 Budget.
My work with elderly clients is likewise extremely rewarding. I frequently advise on care fees management and habitually provide advice to the Attorneys and Deputies. These will often be the sons and daughters of those in care or legal professionals. Useful legal connections have been made in this area of advice and other useful contacts where professional care services are needed.
It is always rewarding to advise those close to retirement. The numerous options frequently cause confusion and concern and many individuals value the involvement of a pension professional to advise at this important time.
Music and dance – (guitar player and modern jive dancer).
The great outdoors – walking and bird watching. Not a twitcher! – just general interest in the natural world around us.