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Need financial advice relating to Inheritance Tax or Retirement Planning?

Why not come along to our FREE walk-in clinic in Woodbridge and talk to our

Chartered Financial Planner Tom Crowther


When: 16th August

Time:  9.30am to 1.30pm.

Where: Woodbridge Library

 
No need to book an appointment, just call in and see us!

Woodbridge resident, Tom Crowther is a local Chartered Financial Planner and Fellow of the Personal Finance Society; the highest accolade available from the examining body. Tom specialises in Inheritance Tax (IHT) and retirement planning and is able to assist with protection and investments. Tom, who works for Woodward Markwell, can help you to put a plan in place to mitigate Inheritance tax to look to ensure your wealth is passed on to your chosen beneficiaries as efficiently and as simply as possible. Speaking of his role, he said ‘The advantage of using an Independent Financial Adviser such as myself, is that I can provide impartial, unrestricted advice to find the most suitable solution tailored to your needs, be it guiding you right through retirement, or being able to retire early.

 

Woodward Markwell have been established for over 35 years and pride themselves on delivering meaningful recommendations based on their client’s individual needs.

If you are unable to attend but would like to speak to Tom directly please call 01473 408425 or e-mail crowthert@wmibl.co.uk.