Giles Maine - Consultant - Bristol
Qualifications
Chartered Insurance Institute:
- Financial Planning Certificate
- Certificate of Mortgage Advice & Practice
- Advanced Financial Planning Certificate:
- G10 Taxation & Trusts
- SV1 - Savings & Investments
- J05 - Retirement Options
Experience
Giles began his financial services career in 1987 spending 14 years working in a major bank and Life Assurance company. Giles moved to become an Independent Financial Adviser in 2002.
He has a broad knowledge base, including, inheritance tax planning, personal pension planning and planning for protection against death or illness for individuals. He specialises in Investment Portfolio planning for individuals and trusts.
Giles also works with professional connections providing advice to both solicitor and accountancy practices and their clients.
Specialisation
Investment and Inheritance Tax Planning, Pensions & Divorce, Trustee Investments, Retirement Options and working with professional connections.
The FSA does not regulate some forms of Inheritance Tax Planning.