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Sutton Coldfield
We are a new IFA that has brought together a wide range of experiences from different businesses into an exciting new venture.
Sutton Coldfield
Professional and Financial services organisation offering Independent Financial Advice, Estate Planning and Independent Mortgage Advice Gemini Professional Financial Group Limited comprises Gemini Wealth Management Limited, Gemini Mortgages and Gemini Estate Planning Limited. Gemini Professional & Financial Group comprises the three divisions of the Gemini Group: Gemini Wealth Management
Sutton Coldfield
I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market. Over the years, I have worked with clients from all walks of life, from young professionals just starting their careers, business owners protecting assets and to retirees looking to enjoy their golden years.
Sutton Coldfield
Providing expert advice on Pensions and investment planning. I help businesses and individuals to understand the options available to them in all areas of financial planning, so you are able to - Maximise tax reliefs as government intended. - Maximise wealth - Protect against risk Supporting my advice, St. James’s Place Wealth Management Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection.
Sutton Coldfield
RMS Wealth Management provides high quality, bespoke, lifestyle financial planning and wealth management services. We specialise in advising individuals, families and trustees with significant investable assets. We provide advice in the following areas amongst others: Retirement planning Pension transfers from final salary schemes Investment structuring Investment management
Prosperity Wealth was established in order to help YOU build and retain wealth. Our aim is to provide YOU with independent financial advice that is tailored to YOUR needs.
As YOUR financial adviser, it is my job to:
- get to know more about you, your family and your plans
- to understand your current financial position,
- to work with you to make these plans a reality
Whether these plans are for the short, medium or long term, I help you (and your family) achieve the financial security you desire and the keep YOUR money in YOUR family.
Being an Chartered Financial Planner with Prosperity Wealth means I have an experienced team to support me in providing you with the best possible, UNBIASED, INDEPENDENT Financial Advice.
Whatever stage of life you are at, I’ll be able to provide a solution that's right for you and your family and keep you on the right path to financial success.
Areas I can help you with Financial Advice are:
- Pensions & Retirement Planning
- Investments
- Protection Insurances
- Long Term Care Planning
- Tax Planning and Mitigation
- Specialist Pension cases, including Final Salary Scheme Analysis
I am a Chartered Financial Planner and Fellow of the Personal Finance Society (FPFS). Having qualified as a Financial Adviser in 2009, I have worked for a variety of companies including HSBC, Mitten Clarke Chartered Accountants and Gemini Wealth Management.
My speciality lies in pensions as well as all other areas of personal and business financial planning and I hold the certification requirements to advise on Pension Transfers and am regarded as a Pension Transfer Specialist at Prosperity Wealth.
I advise on all private final salary and defined benefit pensions, as well as Government pension schemes, which include NHS, Teachers and Local Government pension plans.
I have a keen interest in providing advice in diverse areas such as long-term care, whether that’s guidance on Equity Release Mortgages or long-term care funding.
I am married and have two children. I enjoy helping in the local community and take part in charitable fundraising events. I pride myself on being ethically-driven and client centric. Making clients happy and giving them peace of mind when making financial decisions is my major priority.
