Before joining Index Financial Services Ltd, Louis ran his own successful Financial Services Practice for over 12 years and has over 20 years in Financial Services. Specialising in holistic financial planning and covering areas such as Pensions and Retirement Planning, Inheritance Tax Planning, and Investment Portfolio Planning as well as Protection and Mortgages. Although mainly dealing with personal individuals and families, Louis also has experience in dealing with small to medium size corporate clients and advises on a number of Group Pensions Schemes. Louis has held the Financial Planning Certificate (FPC) since 1993 and the Certificate in Mortgage Advice and Practice (CeMAP) since 2000 and is a member of The Personal Finance Society. He has recently achieved the required QCF Level 4 qualifications having passed the Charted Bankers Diploma in Investment Planning and now has the designation Dip PFA as a Professional Financial Adviser. Constantly learning and improving his skills, he is is now studying for the next level of qualifications to exceed the industry requirements.
'My aim has always been to help my clients achieve their financial ambitions by helping them to understand Financial Services, thereby ensuring that they understand what they need to do to achieve their financial goals. I like to understand my client's whole financial picture, thereby helping me, to help my client make the right decisions, together.
NOT ALL INHERITANCE TAX PLANNING IS REGULATED BY THE FINANCIAL CONDUCT AUTHORITY