- LLB (Law) Diploma in Legal Practice
- Notary Public
- Trust and Estate Practitioner
- Member of the Chartered Insurance Institute
- Diploma in Personal Financial Services
- Chartered Financial Planner
- Member of the Society of Trust and Estate Practitioners
- Dual qualified as a lawyer and a financial adviser
- Member of the Management Board of several charities
I work with individuals, couples, and wider families who are connected through common business or financial interests.
I help you grow, protect and pass on your wealth.
As a Chartered Financial Planner as well as a solicitor, I work with you to create and implement a financial plan to help you achieve what you want, and to feel more secure about your future.
Areas of advice include investments, retirement planning, tax planning, estate planning, business succession planning, risk management, wills, trusts, powers of attorney, philanthropy and charities.
I also work with you if you are a charity trustee and/or executive. Here, I help you to develop suitable financial, investment and governance plans to maximise your effectiveness in your role, and keep to keep you right on legal and regulatory matters.
Personal finance is just that – personal to the individuals and families involved.
Recently much of my work has been helping clients to navigate their way through the complex and profound changes to pension legislation and advising what the new regime will mean to them at their stage in life. Part of that work is to create and review clients’ financial plans then rearrange their affairs to take advantage, if appropriate, of the changes.
I also help clients to be more tax efficient in their financial affairs, to pass on wealth to the next generation and to invest lump sums.
For my third sector and charity clients, I have been advising on charitable status and legal form, governance, trading, social investment and collaborative working. If the client is fundraising or fund distributing, I help to create and manage their investment policy and subsequent investments so that enough income is generated to meet needs.