All you need to know about inheritance tax, investment and pension planning.
Prior to working with St. James’s Place Wealth Management I spent 34 years working at Lloyds Bank locally here in Cambridge and surrounding areas. My work focused on helping clients achieve their long term financial objectives.
I passionately believe in providing easy to understand financial advice to my clients. In these challenging times it is crucially important that every individual has access to good financial advice which helps achieve prosperity and financially secure future. Working with St. James’s Place together with my extensive experience helps me deliver the prosperity I want to achieve with my clients.
My specialist areas are Investment planning, Pension planning and Inheritance tax planning.
As well as loving the work I do I am kept busy with my extensive family and friends. I also like to dedicate some of my time doing work for my community by working as a volunteer at Addenbrooke’s Hospital and the East Anglian Royal Ambulance.
a selection of the latest NazFinancial news and articles
What is shared ownership? How accessible is it? Is it as good an option as buying outright, in the light of 95% mortgage availability and other first-time buyer incentives?
Chancellor Rishi Sunak’s second Budget 21, his second, was focussed on restarting the UK economy post-lockdown. There were some specific giveaways and no immediate tax
The furlough scheme set up in March 2020 was designed to save jobs. Now it’s been extended again and this month I’m looking at its
A review of personal finance in 2020? The temptation to move swiftly on is immense. As we move from a year we’d rather forget into an uncertain 2021, I’d like to pause for reflection before we do so. It’s always important to learn, and 2020 is no different. So, here’s my review of the year, as seen through the prism of my blogs.