I am a chartered financial planner who works primarily with individuals approaching retirement, or business owners who are looking to or recently sold a business.
Examples of this include calculating when work can be stopped or reduced, making sure family are cared for (including inheritance tax planning) and reviewing pensions built up from current and previous employment.
Outside of work I'm married with 3 wonderful children and also manage to fit in playing football regularly, being chair trustee of a local Dementia Charity and when time allows watching Bath rugby.
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