Suzanne Porter
Independent Financial Adviser @Countrywide Financial Solutions
Signup · Get unlimited contacts
WORK HISTORY
Independent Financial Adviser @Countrywide Financial Solutions
Manchester, GB
I provide fully comprehensive advice across all aspects of wealth management as well as specialisms in investments, pension planning including commercial property purchase via SIPPs and SSAS’, protection and inheritance tax planning.
EDUCATION
The Manchester Metropolitan University
BA (Hons) Business Administration
ABOUT SUZANNE PORTER
I provide fully comprehensive advice across all aspects of wealth management as well as specialisms in investments, pension planning including commercial property purchase via SIPPs and SSAS’, protection and inheritance tax planning. My specific skills include: • Investment funding - alternatives to cash and reviewing existing strategies • Pre-retirement planning – implementing and reviewing existing pensions • Near and post-retirement planning • Corporate investing including utilising pensions to purchase commercial property • Inheritance tax and estate planning
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.