David Makin – Wealth Management Consultant
Name: David Makin – Wealth Management Consultant
Category: Financial Services
Long Description:
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