Managing Partner at Square One Financial Planning LLP
Redhill, United Kingdom
Managing Partner at Square One Financial Planning LLP
Redhill, United Kingdom
Chartered Accountant and Financial Planner. Having spent 22 years in practice I decided to move into financial planning to help clients take control financially of their futures . I work primarily with business and retired clients.
I see a great opportunity to help professionals help their clients using my own earlier experinece in practice. I now work with solicitors and accountants to set up their own financial services companies.
I am the author of the IHT guide "Keeping the Taxman out of your Home" which is available to download from our website; and the developer of "The Plug and Play IFA" (tm); a unique system for professionals to enter the financial services market risk-free.
Setting up financial services operations for accountancy and law firms.
Inheritance tax planning.
Investment planning.
Elderly client services, including wealth management and care planning.
Assisting trustees and attorneys with investment mangement.
(Financial Services industry)
2008 — Present (1 year )
(Financial Services industry)
2008 — Present (1 year )
(Financial Services industry)
June 2006 — Present (3 years 6 months)
(Privately Held; Financial Services industry)
July 2003 — Present (6 years 5 months)
(Partnership; 11-50 employees; Accounting industry)
October 1988 — April 2003 (14 years 7 months)
(Accounting industry)
1987 — 1988 (1 year )
(Financial Services industry)
1985 — 1987 (2 years )
(Partnership; 201-500 employees; Accounting industry)
October 1981 — December 1984 (3 years 3 months)
BA , Economics , 1978 — 1981
1970 — 1978
Sailing, astronomy, watching cricket, hillwalking, food and wine, travel by motorhome; and best of all family