Pat Chaplain
Solihull
Experience
My role is to advise clients on their investments and wider financial planning requirements. The main areas that I get involved in are advising retired individuals or those nearing retirement on their investments with a view to providing efficient income and capital growth solutions, including inheritance tax planning, generational planning and also advising Trustees on a range of Trusts.
Professional qualifications; DipPFS and STEP Affiliate.
Previously worked for a small IFA business in Lichfield managing Portfolios and advising clients, also BDO Binder Hamlyn which became BDO Stoy Hayward working closely with other professionals such as accountants and solicitors building up a good network of contacts.
Educational background (if relevant): HND Business Studies
