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
The Lifestyle Card was established in 2018 in our hometown of Andover, Hampshire. Having worked within HR, Education & Health for a combined 50 years, we have the knowledge and expertise to know what drives employee engagement and customer loyalty. After the local success we have expanded our coverage to national locations, enabling us to provide a service for all clients and creating opportunities for local business nationwide.
