Summary
As non investment adviser, I take a genuine interest in what clients need to ensure their requirements are bound legally in order to protect themselves, their families and charities as they wish it, in the most tax (IHT) efficient manner. Feel free to contact me with any concerns you think I maybe able to help or support you with. Tel:- 07846 852 388
Expertise
Will Writing
Advance Directives
Lasting Power of Attorneys
Mortgages
Over 50’s Plans
Protection (Life Assurance, Critical Illness Cover)
Business Protection ( key persons, partnership, share Protection)
Trusts
Tax Efficiency and Estate Planning
Income Protection and General Insurance (Buildings and Contents)
Experience
-
evermore-fs
Senior Consultant and Wills Specialist
2009 - Current
Qualifications
Certificate of Mortgage Advice and Practice
Qualified Will Writer
Clubs and Associations
Member of the Institute for Financial Services
Member of New Leaf Will Writers Federation (NLWWF)
Member of New Leaf Will Writers Federation (NLWWF)
Interests and Hobbies
Fund raising for NSPCC, Cancer Research UK and Alzheimer's Society
