Andy Parsons DipPFS, Certs CII (ER & MP) CEMAP
Senior Wealth Management Consultant
Andy’s aim is to build long term relationships and a key fundamental in his financial planning is keeping options open for clients so that they are able to adapt to suit their financial aims as and when they change. Andy specialises in Investment Planning, Inheritance Tax, Trusts* and Elderly Client Care.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
* Trusts are not regulated by the Financial Conduct Authority.
