Smith & Williamson

Smith & Williamson
Business Category
Short Business Description
Financial planning and advice
Business Website Address
Business Phone Number
0117 376 2241
Business Address
Portwall Place, Portwall Lane, Bristol, BS1 6NA
Description

Advising individuals approaching retirement, or business owners who are looking to or recently sold a business. Explaining how savings, investments and pensions can be used as part of a bespoke financial plan to achieve clients’ goals. This includes calculating when work can be stopped or reduced, making sure family are cared for (including inheritance tax planning) and reviewing pensions built up from current and previous employment.

Tim has been involved in financial services and investments for ten years. In addition to the diploma in regulated financial planning he holds a number of advanced qualifications on pensions, financial planning and investments. He enjoys helping people with complex financial positions, intricate pension work, and working with professional advisers, to make things clearer and more manageable.