I am an Independent Financial Adviser with 11 years’ experience in the industry. As a sole trader, I started my own financial planning business, CA Financial Services in 2007 and started trading through CA Financial Services Ltd in 2018.
We offer comprehensive financial planning covering all areas of personal financial advice from Pensions and Investments to Tax Planning, Equity Release, Wills, Estate Planning and Personal Protection. We also offer advice to business on extracting profits tax efficiently, corporate pensions, business protection and succession planning.
A large part of my time is spent with clients focusing on achieving their long term retirement objectives. For those at or close to retirement we review the most effective options for releasing their pension income and achieving their financial and personal objectives.