Financial Planning Manager, Streets Financial Consulting Plc, (Dip, PFS)
Patrick has worked in financial services for over 20 years within a variety of Senior Advisory and Management roles across the East Midlands, New Zealand and City of London.
As an experienced IFA, he is highly skilled in developing personalised Investment and Retirement planning solutions that are tailored to the needs of each individual client.
He holds the Chartered Insurance Institute’s Advanced Pension (G60) and Tax and Trust (G10) qualifications. His wide ranging experience – garnered at home and overseas enables the development of sustainable financial plan using tax effective Retirement Planning, Investment, Wealth Preservation and Inheritance Tax mitigating solutions.