office 01989 565577Marion Small - Adviser
She has also been a director of two small
companies and has an understanding of the small business sector.
She joined Independent Solutions in June 2007
from a company of Independent Financial advisers with one of the
largest turnovers in the South West. She is committed to long-term
relationships with her clients and offers pension, Protection,
Investment and retirement planning solutions.
As a female adviser she finds that other women
are able to relate to her and she has also transacted pension in
divorce cases.
In addition she administers a number of group personal pensions offering advice to employees and employers alike.
She has also dealt with large investment
portfolios, securing potential growth in equities or more cautious
investments depending on the client’s attitude to investment risk.
The area of investment planning frequently enables her to plan for
clients potential Inheritance Tax problems, and, by trust planning,
mitigate the potential tax liabilities that currently exist with her
clients.
As with all good Independent Advisers,
