Robin Tindale FPFS, Managing Director
Robin is a Fellow of the Personal Finance Society and has over 25 years of experience in advising high net worth individuals on their financial planning requirements. In this time Robin has developed a specialism in respect of retirement planning and holds the advanced G60 pension qualification.
Robin takes an holistic approach to financial planning with clients, which ensures that any planning forms part of a coherent strategy, encompassing issues such as income, capital and inheritance tax mitigation.
Robin is also qualified to give advice in respect of Long Term Care planning. This enables him to help plan for the potential future or immediate cost of care fees for my clients and their families.
Over the years Robin has assisted hundreds of client in both well diversified and tax efficient investment planning and he is particularly keen on developing long term, trusting relationships
Retirement planning, including commercial properties in SSAS and SIPP
Inheritance tax mitigation with investment/trust planning*
Tax efficient investment planning
At retirement planning using Drawdown** and Long Term Care vehicles
Wealth creation / wealth protection strategies
*Trusts are not regulated by the Financial Conduct Authority.
**'Income drawdown' will reduce the size of your pension fund and the investment growth may not be sufficient to maintain the level of income you wish to draw. If you withdraw money at a rate greater than the growth achieved by your investments, your remaining fund will reduce in value. The level of income you take will need to be reviewed if the fund becomes too small - this is more likely the higher the level of income you take.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.