I lead an experienced team across the UK providing bespoke planning advice for inheritance tax, pensions, investment management and protection. The team works with each client or family to assess their goals and aspirations and build a plan that can meet their needs. Plans will often change over time and support can provided throughout their lives and be adapted accordingly.
I started my career within a 'Big 4' accountancy practice in Jersey within the personal tax division before relocating to Leeds and becoming a regulated financial adviser in 2008.
My areas of expertise
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