Saunderson House

I provide financial planning advice to wide range of private individuals, primarily in relation to their pension and retirement goals, investments, inheritance tax mitigation and succession planning. In addition to advising clients, I also lead the financial planning team in Leeds, supporting them wherever necessary and ensuring a consistent level of service is provided to all our clients.

As a Paraplanner, my priority is to support Financial Planners in helping clients achieve their financial goals. By understanding their current position, requirements and financial objectives, I help the Financial Planner to build a tailored financial plan that suits the clients present and future needs. As a team we specialise in providing financial planning advice across all generations, reviewing their pension options pre and post retirement, wealth planning, inheritance tax planning, and life insurance. The aim is to be able to help clients achieve their dreams and aspirations whilst in the accumulation phase and more importantly for when they retire. To ensure the best possible outcome for the clients, we work closely with Investment Managers and Rathbones' in-house research team to identify suitable solutions, matching clients' risk profiles and objectives to investment portfolios that will deliver for them over the years.

I provide comprehensive and holistic Financial Planning advice to private clients, specialising in tax-efficient investing, retirement planning and estate planning strategies. It is important for me to first understand my client's long-term financial aspirations as well as their current circumstances. Once this has been established, I will then construct a bespoke financial plan that is designed to help them achieve their financial objectives.