Area 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.
Supervisor: Richard Ludlow
CeMap (Mortgage qualification)
DipFa (Financial Services qualification)
CeLTCI (Certificate in Long-Term Care Insurance qualification)
“I am totally satisfied with the service and information supplied by Faye and Edward and have been since the transfer of my pension. I have no doubts or reservations in recommending Chattertons to anyone. Edward has been a ‘rock’ to me over the past two years. I cannot thank him enough for his advice and confidentiality.”