The Director - David Stamp, has decades of experience in the financial services industry. He is pension's expert and specialises in inheritance tax, estate planning and the effective use of trusts. He also advises on investment planning, protection policies, tax mitigation and retirement income options and corporate financial planning covering all aspects from profit extraction strategies to employee benefit consultation’ We are a team of independent financial advisers, whose expertise spans the breadth of the financial services industry. Our specialist advisers are highly qualified and individually they hold a range of certifications relating to financial planning, mortgage advice, lifetime mortgages, long-term care and pension transfers.
