Wayne Grossman

DipPFS, BDM and Financial Planner - Sycamore Wealth

About

I’ve been in financial services for over 35 years, and my experience as an equities trader for some of the leading investment banks in Europe, has given me an added breadth of insight and experience for helping clients with their needs. . I do NOT provide advice but will ensure you find the right financial advisor for your needs.


Many of my past clients are entrepreneurs, Directors, investment bankers, traders – busy professionals, They have similar issues in that they have little time to manage their financial affairs effectively & are looking to enhance their wealth, take advantage of tax opportunities or ensure that they can maintain their lifestyle during retirement.

We also wish to work with Companies on tax efficient extraction, Auto Enrolment & insurances that exist in this space.

Our emphasis is on maintaining long-term relationships with our clients, providing them with a source of trusted advice via an authorised and regulated advisor.

Individuals:
– City traders and brokers – having spent 25+ years in The City – We understand your needs.
– Retirement Planning
– Investment Planning
– Tax efficiency, use of tax wrappers
– Protection against financial risk
– Trust, Estate & Inheritance tax planning


Corporate:
– Pension Planning (Auto Enrolment)
– Employee Benefits
– Director/Shareholder protection
– Corporate Insurance
– Corporate Investment Planning

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