Ron offers Financial Planning to corporate and private clients specializing in pensions
Ron provides a completely independent financial advice service, often but not exclusively dealing with matters of:
financial protection, including life assurance, critical illness cover and income protection;
investments and savings of all kinds, whether orientated towards income, capital growth, or both;
pensions, from accumulating pension savings cost-effectively to managing the withdrawal of funds in retirement in the most tax-efficient way;
corporate risk management, to ensure the continuity of businesses in the event of the loss of key personnel, and the provision of contingency funds to allow for the purchase of shares in the event of retirement or death.
Ron joined TFA in 2002 and works with a variety of clients including Company Directors, Business Owners and Professionals to provide financial planning for them, their clients or employees.
Ron was awarded the Chartered Insurance Certificate in Life, Pension and General Insurance in 1987 and the Diploma of the Personal Finance Society in 2008.
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