Positive Solutions Retirement Planning

I am Robert Hulstrom known as Bob Hulström and by many in the profession as` Blunt Bob` as I "tell it as it is" and do not use flannel ! Qualification wise I have attained the Professional Financial Services (PFS) Diploma and also several specialist qualifications in regard to Equity Release and Long Term Care. I have just over 2,500 clients, the majority of which are aged 55 plus. I major in `Lat

er Life` or `Retirement Planning`. This means in effect making sure that clients have a growing income and/or asset base and also utilise the law to a maximum extent to avoid the nasty HMRC in regard to Inheritance and Capital Gains Taxation and also to avoid the equally nasty County Councils in the area we serve and in particular their Social Care departments who will try to squeeze every last drop of cash from those unfortunate enough to go into a care home. We have seen major growth in the numbers of clients over the last twelve months and in particular since the new `Pensions Freedom` act came into being. I envisage the practice growing to around 3,000 clients within the next eighteen months at which point I will cap the client base. So do you want to be a client of a growing IFA business that on average returns of high end single figures in regard to investment return for clients? An advisory business that can take care of HMRC and the Local authority and one that knows it’s way around not only the Finance Act but also the CRAG regulations and can prove the same? If so ring us on 01480451412 where Nicky will be waiting take your call or email mail us in full confidence at [email protected] or [email protected]