Lecturer profile | Rachard Cassem - rachard.cassem@chasedevere.co.uk 07811629470
Rash has been advising for almost 20yrs for various companies, starting in the Banking sector as a financial and inheritance Tax specialist then moving into Corporate and Entrepreneurial planning in the West End of London. He has been an Independent Financial Advisor(IFA) for the last 15yrs and has focused on delivering whole of market advice to individuals and business owners.
Most recently he was part of a team of advisor at Lloyd and Whyte, a specialist advisory firm to the medical sector particularly Dentists, Pharmacists and Optometrists. The other professional sectors have been Veterinarians . The areas of focus have been around the assistance with the NHS pension scheme and preparation for retirement with cashflow modelling inheritance tax planning and practise sales for lifestyle and investment planning.
Rash is client focused and aims to build long term relationships and financial value. The overall financial aim is to provide a strategy that meets the current aims based on lifestyle and aligning this with the future financial objectives. |