Ian Tuck APFS
Independent Financial Adviser
About me
I have 25 years’ experience in Financial Services and Joined AFH Wealth Management as an Independent Financial Adviser in 2011. I believe I have a friendly and professional approach and look to build long lasting client relationships, involving when required accountants, solicitors, and family members as part of the planning process.
I attained Chartered Adviser Status in 2013 and specialise in offering expert advice in a wide range of areas to both individual and corporate clients, these include.
Individual Protection, Life Cover & Family Protection.
Business Protection & Succession planning.
Tax Efficient Savings & Investment Solutions.
Discretionary & Advisory Investment Management.
Pension & Retirement Options.
Inheritance Tax Planning.
Long Term Care Planning
Equity Release
Location
Midlands