Financial Planning Director – Head of Advice
Justin is a Chartered Financial Planner and Head of Advice. He specialises in investment, pension and trust advice for high-net-worth individuals and business owners, predominantly in the Penrith and Eden area although not restricted to this geography.
His expertise is in providing pension and investment advice, especially the interaction between accumulating wealth for retirement and being able to pass wealth efficiently to future generations.
With independent client reviews through VouchedFor, Justin is featured in the 'Guide to The UK’s Top Rated Financial Advisers' as featured in The Times newspaper.