Senior Financial Planner, Portfolio Lead & IHT Specialist

Ferguson Dean, a leading national Chartered financial planning firm, is seeking an Adviser in Wigan to take over a growing client portfolio. You will work with clients in the £250k to £1m space primarily across Merseyside and Greater Manchester, sharing expertise with the retiring MD to ensure a smooth transition.

You will apply cash flow modelling and lifestyle financial planning to meet client needs, including IHT, VCT, EIS, and SIPP/SSAS schemes, while maintaining compliant client files and

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