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Jordan Batchelar

Northwood Symonds Ltd
Investment Advisor

Contact Information:

Bushey Heath, Hertfordshire WD23 1QD
United Kingdom

Years in Business:

 

5

Clients I'm Seeking:

 

I typically advise High Net Worth clients on the creation and maintenance of investment portfolios and the associated tax planning. This encompasses pension planning and inheritance tax planning.

About My Business:

 

I am an Independent Financial Adviser with a plethora of experience although I now concentrate on wealth management and tax planning. My goal is continual personal self-development in order that I can constantly strive to be a better adviser to my current and potential clients. This is reflected in my commitment to continually educate myself by taking higher level industry exams in order to increase my technical knowledge. I am qualified to chartered level. All of my advice is transparent and a direct result of tailoring a solution to each client’s specific requirements, objectives and situation. I pride myself on my honesty, integrity and caring approach. · Investment Portfolio Management · Pre and Post Retirement Planning · Taxation Advice · Protection (Life Assurance etc) · Equity Release Overall, I want to be the best financial planner/adviser that I can be in order to add as much value to the service I provide my clients as possible, whilst always providing best advice. In this way I hope to build trust, rapport and long term relationships with all the people and companies that I deal with. Specialties: Investment funds under management, tax planning and drawing income from monies built up as a result of pension planning. This typically takes the guise of advising High Net Worth clients. Furthermore, we run several group pension schemes some with employee benefit suites built in, and feel we can offer an enhanced service in this area in comparison to most.

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