Joe Bretti
I have worked in Financial Services for almost 30 years. I am independent Financial Adviser working as an appointed representative of a family run financial network called New Leaf. I enjoy helping people protect their wealth and plan for retirement as well as inter-generational wealth planning. Inheritance tax mitigation has become a growing focus for millions and I like to consider myself specialised in this area of financial planning. I am also qualified to give mortgage advice, investment and retirement planning advice as well as insurance protection.
The qualifications I hold are as follows: DipFA, CeMAP IMC, CeRER, HND Business & Finance
I advise on
Retirement Planning
Inheritance Tax Mitigation
Will Writing
Powers of Attorney
Risk Profiling
Pension Advice
Pension Transfers
Investment Advice - Bespoke Portfolio Builds
Fund Switches
Multi-Asset fund portfolio build
Active and Passive Investment Strategies
Trust Structures for Wealth preservation
Property Trusts - Tenants in Common
Individual and Business Protection
Accreditations
CeMAP
HND Business & Finance
DipFA
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