Caspar has worked in financial services for over 10 years and provides financial advice, mainly to directors, professionals and retired clients helping them – and their families – with practical, tax efficient solutions to the financial issues that concern them most.
As a Wealth Adviser his emphasis is on building and maintaining long-term relationships with his clients and to provide them with a source of trusted advice as their financial needs evolve over the years, which may include:
– Investment planning;
– Retirement planning (pension planning);
– Inheritance Tax planning;
– Wealth protection