Jeff is one of our most highly qualified and particularly sought after advisers by wealthy individuals and clients of legal and accountancy professionals.

He specialises in providing financial advice to those people nearing and at retirement, as people at this stage of their lives have a wide rage of complex financial issues to consider. This typically includes assessing their retirement options, reviewing their investment portfolio and planning to pay as little as possible in income, capital gains and inheritance taxes.

Qualifications

One of our highly qualified Advisers he holds the Certified Financial Planner™ licence and has passed the Chartered Insurance Institute Advanced Financial Planning Certificate (AFPC) with speciality in the following subjects:

Taxation and Trusts (G10). His in depth knowledge of these topics is particularly sought by trustees and wealthy individuals. Jeff believes that income, capital gains and inheritance taxes can often be reduced significantly by forward financial planning.

For individual profiles,
just click below:

• Nick Heald - Finance Director
• Nick Thomas - Managing Director
• Chris Holland - Commercial Director
• Investment Specialist - Nathan Trowbridge
• Retirement Specialist - Jeff Boulton
• Michael Tirit
• Mortgage Specialist - Greg Sturrock

Personal Investment Planning (G20). In today’s volatile climate it is a must that investments match a client’s objectives and their changing attitude to investment risk with a diverse range of assets. At retirement, people’s needs often change from wanting  growth from their investments to requiring income. They may also want to take less risk. Jeff believes it is important that they have a trusted and suitably qualified adviser to turn to.

Pensions (G60), Pension Investment Options (K20), Retirement Options (K10) and Pensions Simplification (CF9). The options approaching and at retirement can be very complex. Jeff ensures his clients are making the right choices at the right time and is concerned by the fact that many people are not aware of the options available to them at retirement. This is just as true for people with occupational pensions as well as for those with a personal pension. Large sums of money can be involved at this time, so it is important to get it right.

Jeff is also one of the specialist advisers authorised to advise on pension transfers from company pension schemes.

Expert Advice

His belief in attaining the highest available qualifications to give his clients the piece of mind that they are entrusting their affairs to an independent and highly professional financial adviser, coupled with his experience and his ideas to explain complex situations in a simple non jargon way, are indicative of what sets Jeff apart and makes him a respected part of the team here at Thomas Heald.