24/09/2020 12:00 - 13:15
The aim of this webinar is to help those building their careers and those in the “accumulation phase” of life to make sensible financial planning decisions at a time when personal financial resources are often quite stretched.
By the end of this session you should:
You should be able to take at least one action point from this webinar that will positively impact on your personal financial planning position.
Olivia Bucher - Financial PlannerOlivia joined Mazars in 2019 as a Financial Planner in the Sutton office where she looks after private clients and owner-managed businesses in in the areas of pension and retirement planning, investment planning, protection and tax planning strategies. She holds the Investment Advice Diploma and Chartered member status with the CISI. She is currently working towards achieving Chartered Financial Planner status with the CII.
Olivia enjoys taking time to understand her clients and what’s important to them and providing quality advice to help them build, grow and preserve their wealth, leading to long-standing relationships. A personal highlight for Olivia was being a Finalist at the Women in Investment Awards 2017, in the Change Excellence category by the Investment Week magazine, as well as being a Finalist for this years’ Women in Financial Advice Awards 2020 for the South East.
Andrew Milligan - Financial PlannerAndrew has been within the financial planning industry for over ten years and leads Mazars Financial Planning in both the Poole and Bristol offices. Andrew has developed specialisms in pensions and retirement planning, tax efficient investment advice and inheritance tax planning.He aims to build long-lasting relationships with his clients and their families to guide them through the many financial stages of life.
A highly motivated and enthusiastic Financial Planner, Andrew’s success can be directly attributed to his focus on providing quality advice, putting his client’s needs at the forefront, so that they receive bespoke financial planning aligned to their particular goals. A highlight of Andrew’s career came in 2018 when he was a finalist for the prestigious Investment Companies Planner of the Year by the Financial Times magazine, Money Management. This award involved the submission of real-life financial planning reports, the presentation of advice and a rigorous interview process at the FT’s head office in London.
In his spare time, Andrew enjoys travelling and participating in most sports. He is also a season ticket holder at AFC Bournemouth.
Mazars is an international accounting and advisory partnership with offices in 73 countries around the world and 14,000 professional staff globally. Within the UK, Mazars LLP are ranked 8th by audit fee income.
The Mazars Private Client team offers a full range of services to families, business owners, trustees, entrepreneurs, high net worth individuals and non-UK domiciliaries. The team blends skills from across our financial and tax planning professionals, into an integrated, client focused offering. As a result, we have a wealth of experience dealing with, personal tax, wealth management and pension issues.
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