Expertise
- Wills
- lasting powers of attorney
- Estate planning
- Inheritance Tax Planning
- family protection trusts
- family protection
- Life Insurance
- Income Protection
- Keyman/Shareholder Protection
- Private Medical Insurance
- Critical Illness Insurance
- Funeral Planning
- Trust Planning
Summary
I am an experienced Estate Planner & Financial Advisor. During my career I gained experience in assisting both individual and corporate clients.
I provide holistic financial planning advice in Will Writing, Trust based Wills, Inheritance/Trust planning, Lasting Power of Attorneys & Insurance services.
In addition, I assist clients to retain control of their affairs should they become infirm or lose their mental capacity.
My services are bespoke and tailored precisely to my clients' individual needs.
I visit my clients in the comfort and privacy of their own homes to take detailed instructions and give advice regarding their estates and the best way to ensure that their loved ones inherit exactly what they wish them to.
I'm full member of “Institute of Professional Will writers” and recognise by the institute of trading standards by adhering their code of conduct and practice.
Experience
-
Finsso Financial Ltd
Director & Financial Advisor
1 - 5 Employees 2019 - CurrentAt Finsso Financial, we focused on advising clients on various services including Protection (Personal/Business), Mortgages, General Insurance and Health Insurance.
Qualifications
Fully qualified & Member of Society of Will Writers
Clubs and Associations
Member of FIBA
Interests and Hobbies
I enjoys wide range of sporting & leisure activities including running, cycling, cricket, badminton and golf. I try to keep up to date with trends and follow current affairs.
