Areas of expertise: Investments, Pensions, Protection, Tax Planning, Trustee and Corporate Investments, Inheritance Planning, Financial Review, Long Term Care
Edward looks to ensure clients funds are invested in a tax efficient way. He also arranges protection for individuals and business owners to ensure that they and their families have suitable life and/ or illness cover. Edward has been working within the financial services industry all his working life with the majority within the central and northern Lincolnshire area.
CeMap (Mortgage qualification)
DipFa (Financial Services qualification)
CeLTCI (Certificate in Long-Term Care Insurance qualification)