Our People

As a Solicitor IFA I provide practical, pragmatic and holistic advice, having a clear understanding of clients' needs. 

I believe that sensible financial planning is fundamental to helping clients achieve their financial objectives.

My understanding of investment markets together with knowledge of financial, tax and pension legislation allows me to work with clients to implement a strategy which protects and grows assets both now and over the longer term. 

I provide tailored, independent financial planning advice to private clients, specialising in the following arreas:

  • Investment Planning and Reviews
  • Retirement Planning & Pension Transfers
  • Inheritance Tax / Wealth Preservation
  • Trustee Investment Services
  • Financial Planning for Attorneys, Guardians and Beneficiaries
  • Pensions and Divorce. 

WJM - Gold Employer partner

 

 

 

Recent Activity

Assisting families with the funding for care home costs.