Louis Wearden
Consultant
- Holistic Financial Planning Service
- Investments
- Retirement Planning
- Later Life Planning (incorporating equity advice, long-term care advice)
- Personal and Business Protection Planning (life assurance, income protection and critical illness cover)
- Inheritance Tax & Trusts
Qualifications
- Chartered Insurance Institute – Diploma in Regulated Financial Planning (DipPFS)
- London Institute for Banking and Finance – Diploma in Paraplanning (DipPP)
- University of Salford – Audio Technology and Acoustics (Bachelor of Engineering, BEng)
Memberships
- Member of the Chartered Insurance Institute (CII) and Personal Finance Society (PFS)
Louis joined the financial planning profession after running a successful e-commerce company for over a decade.
His focus is on helping clients meet their life goals through holistic planning that takes into account their overall circumstances, plans and timeframes.
For example, this could include:
- I am looking to retire soon – will my pension(s) and other savings be sustainable to meet my needs throughout my life?
- I have a number of workplace and personal pensions – are these still suitable for my needs, or would it be appropriate to consolidate them?
- I have recently received an inheritance – what should I do with these funds?
- We are looking to help support our children/grandchildren at university – how can we do this in a tax-efficient manner and still retain an element of control over how the funds are used?
- How do I tax-efficiently extract profits from my business/company?
Louis can help advise you on investments, pensions, tax planning, income sustainability (including cashflow modelling), insurance and other areas. He is approachable and works with clients to develop their plans into understandable and clear goals.
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