Our People
As a Solicitor I provide practical, pragmatic and holistic advice, having a clear understanding of clients' needs.
I provide tailored, independent planning advice to private clients, specialising in the following arreas:
- Retirement Planning & Pension Transfers
- Inheritance Tax / Wealth Preservation
- Trustee Investment Services
- Financial Planning for Attorneys, Guardians and Beneficiaries
- Pensions and Divorce.
Recent Activity
Assisting families with the funding for care home costs.
Credentials
- Member of the Association of Taxation Technicians (ATT)
- Member of the Society of Trusts and Estate Practitioners (STEP)
- Diploma in Financial Planning
- Member of the Chartered Insurance Institute
- Notary Public
- Diploma in Legal Practice
- LLB (Hons)
Practice Areas
Get in touch rmd@wjm.co.uk Rosina and the team can help.
