Being qualified as both a solicitor and an independent financial adviser means I can give you and your family properly joined-up and appropriate advice which takes full account of your personal circumstances.
I help you plan your legal and financial affairs to meet your short and long term objectives and goals.
Knowing your personal circumstances allows me to help you with tax, wills and estate planning as well as overall wealth planning. I work with you to develop and implement a long term plan which is bespoke to you and helps you achieve your objectives and goals.
My aim is to give you peace of mind by giving you a clear understanding of the path ahead and the steps which require to be taken to look after your money.
Structuring the investment portfolios (both in excess of £1 million) of two charities to enable the charities to further develop and support the charitable purposes for which they were established and so expand their work.
Advising on, and subsequently implementing, a scheme which allowed for the sale of investments which were passing to a family, so that a very substantial Capital Gains Tax liability was minimised.