Vitaly Ivanov

Independent Financial Planner @Lowes A Saltus Business

Newcastle-upon-Tyne, GB

I provide personalised and independent financial planning services, including investment strategies, retirement planning, estate and IHT planning, tax planning, and risk management solutions tailored to individual client needs.Conduct comprehensive financial assessments, analysing clients\' financial situations, goals, and risk tolerance to develop customized financial plans.Manage client portfolios, monitoring market trends, and making recommendations for adjustments to optimise performance.Deliver professional advice on investment products and tax wrappersAssisting clients with estate planning strategies to ensure the smooth transfer of wealth in tax-efficient way.Developing and maintaining long-term client relationships through regular meetings, portfolio reviews, and ongoing financial guidance.Ensure compliance with regulatory requirements and company policies in all financial advisory activities.Collaborating with other financial professionals, including accountants and lawyers, to create comprehensive solutions for clients.Frequent participation in seminars and workshops to educate clients on financial literacy, retirement options, and investment opportunities.Stay updated on financial markets, economic trends, and product developments to provide relevant and timely advice.