I am a member of the Personal Finance Society and the Chartered Insurance Institute, having qualified in 1996, and since gone on to achieve numerous qualifications.
I developed a special interest in the NHS Pension Scheme in 2001 and, having established my reputation in this area, continue to deliver specialist financial advice to Medical and Dental professionals. My in-depth knowledge in this arena has helped many long-term clients make informed choices regarding their financial planning. Simplifying the detail of the NHS Pension scheme has been the cornerstone on which my advice is based.
I work with several accountants to deliver complex advice around the Lifetime and Annual Allowances which now featuring regularly in my clients day to day advice needs. I also provide advice and clarity around pension planning and divorce.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.