Saunderson House

I work closely with the Financial Planners both before and after client meetings to gain a greater understanding of a client's circumstances, requirements and financial objectives. Once the financial planning strategy is agreed, part of my role is to review any existing arrangements and ensure these continue to be appropriate, as well as undertaking research to confirm any proposals we make will meet the needs and objectives of the client. I then outline the plans agreed with the financial planner and report these to the client in writing, ensuring that all the relevant information is included and that our recommendations meet the client's needs. I also liaise with the relevant providers to ensure the smooth processing of applications and information where required.

I work within the Liverpool Financial Planning team, providing holistic financial planning to private clients. We work with clients to help them establish their long term financial goals, and we recommend and implement a suitable financial plan to meet these goals. Ultimately, we aim to help clients gain control and peace of mind over their finances.

I provide comprehensive bespoke financial planning advice to private clients, specialising in retirement planning, tax-efficient investing, pension transfers, pensions and divorce and inheritance tax planning strategies. My clients include high net worth individuals, partners of solicitor and accountancy firms, entrepreneurs and trustees. I also head up our Guildford Office.