Expertise
- Wills
- Trusts & Estate Planning
- Funeral Planning
- Lasting Power of Attorney
- Life Assurance
- will trusts
- Probate & administration
- Inheritance Tax Planning
Summary
Planning for death can be a complicated matter. When the time comes for a person to pass away, we can’t bring them back from the heavens; so, the very best thing we can do is help them make sense of the complexities associated with dying, so they have true peace of mind while they’re still with us.
As an experienced Will & Estate Planning Consultant, I am competent and an organised individual, I possess highly effective communications skills which means I can make the more complex areas around death easier to understand and plan for. Every person is unique, meaning every death is different, and I’m equipped with the skills, experience, products and services to ensure the individual needs of my clients can be met. I strive to explore my client’s circumstances, help them plan ahead, resolve any issues and enjoy the favourable outcomes they experience as a result. I put my desire to go the extra mile and to never give up until I get the right answer down to my military background.
I began working in financial services in 2013 and shortly afterwards was introduced to estate planning. What’s ensued is the happiest time of my working career; I know I am built for this role and I enjoy it every day.
Credibility is extremely important in this industry; I place great value on developing trustworthy relationships so I’m seen as a source of clarity and comfort while someone plans ahead for a time that they will never see themselves.
Able to speak four Asian languages, I focus on helping families of Asian heritage to protect their assets and maximise inheritance for their descendants. An active part of the Sikh community, I find this element of my work particularly rewarding but apply the same levels of passion and commitment across every role, and for every client.
Experience
-
Mendy & Watt
Estate Planner
- Current
Qualifications
IPW, SWW, CeMAP, R05
Clubs and Associations
Institute of Proffesional Will Writers
Members of the Society of Will Writers
Wills & Probate
