BSc DipPFS LLAA
Independent Financial Adviser
Gloucestershire
I am a Financial Planner with over 25 years’ financial service expertise gained with some of the world’s leading financial institutions. I am a member of the Chartered Insurance Institute, Resolution, a Dementia friend and a Later Life Accredited Adviser with the society of Later Life Advisers (SOLLA). I specialise in pension and retirement planning, later life issues, investment and wealth management and tax planning.
My aim is to encourage clients to think about what they are trying to achieve, both in life and financially, and the risk and challenges that may interfere with achieving their goals. My role is to work with them to create a financial plan to help reduce these risks and help them achieve their objectives.
I offer an initial consultation at my cost to discuss objectives and agree an initial course of action before any commitment is required.
I specialise in the following advice services:
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Mortgage Planning
Securing the right mortgage can make the difference between a property that becomes a happy and secure family home and one that ends up as a financial burden.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Contact Jeremy Rowe, your local adviser
We'll work with you to build a personal financial plan that's designed to help you achieve your individual ambitions.