Partner and Independent Financial Planning Adviser
Pension Transfer Specialist
I am a Partner and Financial Planner here at Expert Pensions Advice LLP.
One of my key jobs is working with our team of brilliant people to build you the retirement plan you have dreamt about. Everyone of the team share that same passion. EPA LLP is an Independent Financial Planning Advice business with hundreds of years of experience in the team – and my contribution is 25+ years as a successful IFA building an Investment and Wealth Management business and as a Pension Transfer Specialist.
In recent years, I have gained a lot of experience and expertise working with Australian ex-pats who want to retire in Oz. This is a specialist market, which requires specialist advice – it’s something which I love, I am passionate about and proud to say that we deliver a comprehensive and specialist pensions transfer advice service with the help of an expert team in EPA LLP.
My current Statement of Professional Standing (SPS) with CII in UK can be seen here: click here for my current SPS
Get in touch?
We work exclusively online. All our meetings are conducted on online, recorded and saved for your protection and ours.
If you have any questions, please get in touch with a member of our team.