I joined Shipman Monahans Wealth Management in 2011 after relocating from Devon where I worked for a Financial Advice firm for 9 years.
I am a member and Fellow of the Chartered Insurance Institute and qualified as a Chartered Financial Planner in 2009. As well as the general running of the business, my role involves working with clients to deliver professional and independent financial advice which is tailored to their specific requirements. Every client scenario is different and therefore requires a unique solution which makes the job both interesting and rewarding. My qualifications and experience cover all aspects of Financial Planning and Wealth Management.
Investment Planning • Inheritance Tax Mitigation • Managing Wealth via the use of Trusts
Retirement Income Planning • Pension Consolidation • Defined Benefit Pension Transfers
Advice on Lifetime Allowance issues • Wealth Protection via the use of Insurance Policies or
Having operated as a Financial Planner in both Personal Finance and Corporate sectors, I advise clients on broad range of Financial Planning matters.
I hold Chartered Financial Planner status and obtained a Masters Degree (MBA) in 2004. My knowledge and experience allows me to assist clients in what can be a complex, challenging and forever changing environment. In recent years I have specialised in Retirement Planning and Family Wealth Management.
Wealth Management • Retirement Planning • Business & Personal Protection
Inheritance Tax & Estate Planning
I joined Shipman Monahans Wealth Management in 2008 and have over 35 years experience in the Financial Services sector.
I advise clients on a broad range of their Personal Finances. However I have an in-depth knowledge in the areas of Wealth Management, Pensions, Inheritance Tax Planning and long term care.
Wealth Management Estate Planning • Individual Pensions • Life Insurance
Retirement Planning Options • Family Protection
I have over 20 years' of experience working in the Financial Services industry. I am a Chartered Financial Planner and a member of the Chartered Insurance Institute.
After University, I worked at a national bank and decided to become a Financial Adviser. From then I started taking professional qualifications to fulfill this goal, and have worked as a Financial Adviser since the age of 25. Over the years, I have provided advice covering most aspects of Financial Planning to a broad range of clients, including individuals, business owners and trustees. I specialise in providing Retirement, Inheritance and Investment Solutions.
Wealth Management • Inheritance Tax & Estate Planning • Retirement Planning
Pensions and Divorce • Business & Personal Protection • Defined Benefits Transfer
I am a Chartered Financial Planner with over 19 years Financial Planning experience.
I act for a wide range of personal, corporate and trustee clients specialising in Retirement and Investment Planning. I believe that life is not a rehearsal, and Financial Planning is an ongoing process to help you make sensible decisions about money that help you achieve your goals in life.
Inheritance Tax & Estate Planning • Personal & Corporate Retirement Strategies • Wealth Management
Personal & Business Protection Planning • Personal, Corporate & Trustee Investment Strategies
The most enjoyable part of my role is bringing our clients’ real needs into focus and tailoring a financial plan to help them achieve their goals. I aim to simplify the complex side of Financial Planning and help clients to better understand their own circumstances.
I have been working in the Financial Services industry for over eight years and have achieved Chartered status. I specialise in the following areas:
Intergenerational Wealth Management • Tax Planning • Retirement Planning
I joined Shipman Monahans Wealth Management in September 2017, having previously worked for a number of Financial Advisor firms, including a high street bank and investment platform provider. I enjoy the challenges of the ever changing financial legislation, which constantly shapes the advice that I provide.
I began my career in finance by providing mortgage advice for a large independent brokerage, although I soon found that I wanted to expand my knowledge to provide advice on all aspects of Financial Planning. Therefore, after initially providing technical support as a paraplanner, and having attained my Level 4 Diploma in Regulated Financial Planning, I have now been providing independent advice for a number of years.
My qualifications and experience cover all aspects of Financial Planning and Wealth Management.
Pension Consolidation • Investment Planning • Advice on Lifetime Allowance Issues
Retirement Income Planning • Inheritance Tax Mitigation • Managing Wealth via the use of Trusts
Wealth Protection via the use of Insurance Policies