Specialist advice

Putting my clients firmly at the heart of everything I do enables me to run a genuinely client-focused business. I specialise in the following areas of advice:

Company directors
I excel in catering to the financial requirements of those who have created more capital or who earn higher incomes.
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Financial wellbeing specialist
As a financial wellbeing specialist, I deliver education sessions to help people build their financial confidence.
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Medical professionals
I can provide specialist financial advice and tailored planning to NHS professionals, GPs and dentists.
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Business owners
I can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.
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Contractors
As a contractor, you need to provide your own financial benefits package for retirement, savings and protection against risk. There's lots to think about, and I can make sense of it all.
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Stuart Balmer
Balmer Financial Planning
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