I set up on my own account in the year 2000 and until 2018 provided bespoke financial and legal solutions to investing clients, solicitors and local authority deputies.
Working as an Independent Financial Adviser regulated by the Financial Conduct Authority with more than 30 years of financial services experience having worked in Building Societies, Banks, Insurance companies and Mortgage Brokers.
Whilst I no longer offer formal financial advise, I am please to confirm my affiliation with Priscum Limited who offer a Chartered Financial Planning Service to clients all over the UK and if you should wish to contact them the details are:
Marston Hall Marston Jabbett
Phone 01600 483600
Ask for Tom or Keith and tell them I sent you!
(Priscum Ltd is authorised and regulated by the Financial Conduct Authority No. 507387)
Nowadays my main activity is support to solicitors dealing with estates by providing full estate administration from first instructions to completion of IHT return of estate information and distribution. Speed and efficiency is assured both because of my knowledge of financial services and the dedicated systems I have developed.
Intestacy and full beneficiary tracing is included in this service, from basic location of a known beneficiary to full intestacy research and report with insurance back up if required.
This typically involves finding ways to remove obstacles that might be ‘stalling’ an estate, whether this is tracing beneficiaries, identifying personal representatives, dealing with tax issues both in the UK and overseas, as well as administering complex estates. Since 2003, I have successfully dealt with or assisted with more than 400 estates, traced more than 500 persons, be they next of kin or beneficiaries, recovered stolen estate assets, secured repayments of overpaid estate tax and identified and realised estate assets not just in the UK, but also in the U.S., Australia and South Africa.
To Local Authority Deputies (Safeguarding Adult Finance) I provide family tracing and estate administration.
I am also a registered data user with the Information Commissioner Office.