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- LLB (Hons)
- Diploma in Legal Practice
- Notary Public
- Member of the Chartered Insurance Institute
- Diploma in Financial Planning
- Member of the Society of Trusts and Estate Practitioners (STEP)
- Member of the Association of Taxation Technicians (ATT)
As a solicitor and independent financial advisor I provide my clients with holistic advice.
Areas of advice include:
- Retirement planning
- Tax planning
- Powers of Attorney
- Administration of estates
- Charity administration.
I provide legal, financial and tax advice.
I have assisted my charity clients with adopting governance policies.