Independent Financial Advisers in Potters Bar, Herts



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EN - Enfield

Crystal Financial

Stephen Grant
IFA Partner at
Positive Solutions

Mel Kenny of
Radcliffe & Newlands

MH Financial
Management Limited

Forum Wealth
Management

Mel Kenny of Radcliffe & Newlands

Serving Central London and Enfield

Address: Crystal Gate, 28-30 Worship Street, London EC2A 2AH
Telephone: 0845 021 7000
Fax: 020 7374 0462
E-mail: mkenny@rad-new.com
Visit our Web Site: www.rad-new.com

Contact: Mel Kenny MSc DipPFS

General Information

At Radcliffe and Newlands we believe that professional financial advice can add significant value to individuals and businesses. It is because of this belief that we provide a comprehensive ongoing review service designed to create real value for our clients.

Mel specialises in giving impartial advice to individual and corporate clients on a wide range of financial matters and has achieved the Advanced Financial Planning Certificate having passed papers in Taxation and Trusts (G10), Personal Investment Planning (G20), Pensions (G60) and Investment Portfolio Management (G70). He is also a Member of the Personal Finance Society www.thepfs.org.

Mel provides specialist knowledge in the following areas:-

Retirement Planning - Stakeholder, Personal Pensions, SIPPs, Pension Transfers
Retirement Options - Annuities, Impaired Annuities, Drawdown, Tax Free Cash
Investment Planning - ISAs, Investment Bonds, Unit Trusts, Portfolio Planning
Protection - Life Assurance, Critical Illness Cover, Income Protection
Inheritance Tax Planning - Mitigating strategies
Corporate Financial Planning - Group schemes, Key Man Cover, Shareholder Protection

Mel also accepts enquires to mortgages, private medical insurance and long term care.

Accountants, solicitors and financial advice. For some time, accountants and solicitors have not been allowed to offer financial advice through their professional bodies. The choice is to refer such work to accredited financial advisers or to become, in effect, financial advisers themselves. Mel is able to relieve accountants and solicitors from this burden.

As well as his experience in financial planning, Mel is a renowned networker whose extensive profile can be found here www.ecademy.com and is known for his strapline �Saving you from a retirement on pedigree chum�.

For a detailed review of your circumstances please email or telephone Mel in confidence. He will arrange a no obligation appointment at a time and place to suit you.

Radcliffe and Newlands Ltd is an appointed representative of Sage Financial Services Ltd which is authorised and regulated by the Financial Services Authority.

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