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)