Expertise
- Estate planning
- Estate planning; Wills; LPA’s;
- Wills & Probate
- Wills
- Trusts and Inheritance
- Inheritance Tax Planning
Summary
I am driven by achieving the best-possible outcomes for my clients by providing trusted and on-going face-to-face Estate Planning advice.
The process begins with a confidential meeting gaining an understanding of the clients priorities what they are looking to achieve, this is then followed up with a set of recommendations.
Having spent over 20 years working in the Financial Sector, I apply these skills to provide high-quality advice to my clients, be they higher net worth individuals & families, business owners, employed people or retirees.
For more information, you can contact me on 07487 613078
Experience
-
Just Wills and Legal Services
Consultant
- Current
Qualifications
Financial Planning Certificate
CeMAP
Level 3 Leadership and Development
