Greater Reading Area
As a Chartered Financial Planner with over 30 years’ experience within financial services, I enjoy offering bespoke advice to my clients. I have a varied portfolio of clients; from individuals who have just started to accumulate an asset base to those who are already retired and concentrating on distributing wealth to younger family members. By joining PWM, I will be able to offer my clients a unique service from a multi-award winning firm and allow them to benefit from the following areas of advice. • Cash flow models • Financial Planning • Pension and Retirement Planning • Income Tax Planning • Inheritance Tax Planning • Investment Management • Business planning