Company– Abacus Financial Consultants LLC

Years of relevant experience– 27

Types of products offered– Financial Planning, Inheritance Tax planning, Insurance Investment Advice, Lump Sum Investments, Pension Portfolio Management, Portfolio management, Retirement Planning, Savings Plans, Wealth Management

Qualifications*– Member of CISI

Interests– Family, fitness, golf, cooking and socialising

Nationality– British

University– University of Edinburgh