David Makin - Wealth Management Consultant

Ongoing Tailored Wealth Management Advice Service - I offer a tailored face-face advice service to all my clients. As your individual circumstances change, I can help you with ongoing advice to help achieve your financial goals.

The comprehensive wealth management advice service I offer broadly covers: -

Investment Planning

Planning for a successful retirement

Reducing Inheritance Tax liability

Gaining financial protection against risk

TIC Financial Services (UK) Ltd

Glenn Stevens, independent financial adviser. 

Authorised and regulated by the Financial Services Authority