Advisor Profile

Specialist financial planning advice in the UK

Geordie Bulmer

We’d like to provide a little more detail on one of our advisers, Geordie Bulmer. Since joining the AISA group in 2009 Geordie has provided exceptional financial advice and is now an experienced adviser and driving force behind AISA Retirement Planning. He holds an Economics degree, a Financial Services Diploma and has over 20 years experience in Financial Services.

Geordie was previously an adviser with AWD Chase de Vere, in Bristol and Bath offices. He has also worked for Clerical Medical and UNUM provident, and began his career at Natwest Bank where he was the youngest Financial Planning Manager in the company.

As a UK regulated Independent Financial Adviser who specialises in pensions and inheritance tax planning, he holds an important role on the AISA Investment Committee due to his qualifications.

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With recent changes to Inheritance Tax rules, he has seen an increase in demand for tax planning strategies that allow clients to reduce their tax liability but still achieve their financial objectives such as access to capital and/or income.

Geordie has featured in various financial publications writing on topics such as Inheritance Tax and Retirement Planning. These include:

The Financial Times

New Model Adviser

Money Observer

He was also the cover star of Citywire’s NMA which highlighted his passion for Skydiving.

He has been awarded ‘Inheritance Tax Planning Adviser of the Year’ in 2018, 2019 and 2020 by Finance Monthly and ‘Leading Tax Planning Adviser of the Year, the UK’ by Wealth & Finance Magazine.

Here are some examples of how Geordie is able to advise his clients:

1 – Pension planning – reduce corporation tax and / or income tax liability through making Pension contributions. Invest this pension money and then withdraw an income as tax efficiently as possible.

2 – Investment planning – save money and withdraw an income (tax efficiently) using the right combination of investment plans, such as ISAs, Unit Trusts and Investment Bonds.
Diversify invested assets across a number of sectors appropriate to your Attitude to Risk.

3 – Inheritance Tax planning – reduce exposure to Inheritance Tax following a specific assessment of your situation and advice on options you could consider. A large tax liability could be reduced through making gifts, Trust planning or investing in appropriate plans which qualify for tax relief.

4 – Tax efficient business sales – advising clients on how to structure assets when selling a business. Aim to mitigate liability to Capital Gains Tax on sale profits, claim back Income Tax and reduce an Inheritance Tax bill that may suddenly arise once sale has completed.