Gillett Financial Planning Revenue

About Gillett Financial Planning

Financial planning is a journey, rather than an event and, as with most things, good preparation is key to success. Gillett Financial Planning provides specialised consultancy and advice that, for most clients, develops into a long-term relationship. By exploring and understanding where you are now, we are able to, we are able to help you clarify where you would like to get and by when. Whether this is in terms of raising your family, a business sale, managing investments or retirement, we work with you to ensure that your objectives remain realistic and achievable, minimising risks and dangers along the way. Andrew Gillett formed the company in 2011 to provide a technically excellent, cost-efficient, and sensitive service to both individuals and business owners. He especially enjoys being able to explain these complex financial areas in clear, jargon-free, terms: 1. Efficiently building retirement and personal assets 2. The transition from business or employment to retirement 3. Making best use of investments, pension funds and other assets, both before and during retirement 4. Passing on wealth efficiently to loved ones and future generations Andrew is one of very few UK financial planners to be both Chartered and Certified, while technical pension qualifications mean that we are able to provide guidance for pension transfers and occupational schemes. Expertise in retirement planning and tax-efficiency has been gained through many years' experience working alongside accountants and solicitors. We are also able to work on a consultancy basis, particularly where a need for our specialisms may arise as part of ongoing relationships with other professionals.

View contact profiles from Gillett Financial Planning