MEET THE DIRECTORS & TEAM

Enter info about Clive, Bob and CWEP here

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ROBERT MASSEY
B.SC DIP P.F.S TEP

Independent Tax and Financial Planner

Qualifications:

DipPFS - Diploma in Financial Planning                                                             

  • G10 Taxation & Trusts

  • G60 Pensions 

  • TEP- Trust & Estate Practitioner


  • 28 years experience in Private and Corporate Financial Advice


Specialist areas of advice:


Onshore and Offshore Tax Planning Strategies; Wealth Management; Trust Review and Investment Advice, Diploma & Advanced qualifications in taxation, Trusts, Occupational Pensions, Specialist Pension (SIPP & SSAS) Savings & Investments, Long Term Care, Lifetime mortgages, Mortgages. Award in Long Term Care Insurance. RO1 Financial services, Regulation & Ethics