I work with a broad range of people, providing bespoke wealth planning solutions to achieve more secure and certain futures.
Whether working with a company, family or individual, my priority is to understand what concerns them and what is of importance to their future. Knowing my client, understanding where they want to go and what they want to achieve allows me to offer practical solutions and clear advice to achieve their objectives, efficiently and effectively.
Working with people – both clients and colleagues alike – makes coming to work every day a pleasure. I like to inspire, direct and empower everyone to play an active part in the team in which we work.
Approachable, down to earth and a good listener. I am lawyer, but that’s just a part of the bigger picture.
ExpertiseTax and wealth planning
Probate and Estate administration
Powers of attorney & Court of Protection
Qualifications & membershipsDiploma in Trust and Estate Practice (England & Wales)
TEP (Trust and Estate Practitioner)
Coroners Society of England & Wales
Diploma in Forensic Medical Sciences (DFMS)