Wayne Slater Ifa
Principal @Spectrum Independent Financial Services
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WORK HISTORY
Principal @Spectrum Independent Financial Services
EDUCATION
Chartered Insurance Institute
Level 3 Certificate in Equity Release, Financial Planning and Services
Chartered Insurance Institute
Level 4 Diploma, Financial Planning and Services
Chartered Insurance Institute
Level 3 Certificate in Mortgage Advice, Financial Planning and Services
Chartered Insurance Institute
Financial Planning Certficate, Financial Planning and Services
SKILLS
ABOUT WAYNE SLATER IFA
Financial Planner at Spectrum Independent Financial Services | Directly Authorised by the FCAYou\'ve worked hard, built something from the ground up, and now you\'re thinking more seriously about what retirement will look like and how to make the most of what you\'ve earned.Or now you are ready to start funding your retirement.That’s where I come in.I specialise in helping business owners, Directors, the self-employed and tradespeople plan for a comfortable, tax-efficient retirement.Many of my clients are in their 40s, 50s, or 60s and have paid into multiple pension schemes over the years, and feel unsure about what they’ve got or what to do next.I’m based in the Northwest and offer honest, jargon-free advice rooted in experience and empathy. As a family man with three daughters, I understand the importance of security, legacy, and having someone in your corner who speaks your language.Whether you\'re looking to simplify your pension pots, create a reliable income plan, reduce your tax bill, or want straight-talking financial advice from someone who gets it, I’m here to help.
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