I set up on my own account in the year 2000 and have since provided bespoke financial and legal solutions to investing clients, solicitors and local authority deputies.
I am an Independent Financial Adviser regulated by the Financial Conduct Authority and have more than 25 years of financial services experience having worked in Building Societies, Banks, Insurance companies and Mortgage Brokers.
Clients receive a truly personal and bespoke service directly suited to their needs be it an ‘easy’ pension or life insurance enquiry through to complex taxation and trust matters.
Although located in Neston, Cheshire, the vast majority of my work is completed by phone post & email so your location is no obstacle to the services I provide.
Alongside this, I provide 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 150 estates, traced more than 250 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, estate administration and financial advice and assistance with Clients financial matters including assessment and clarification of which assets or investments are to be disregarded or included when care funding assessments are being made and tax advice and self assessment returns for Clients.
As well offering a whole of market independent financial advice, I am also a registered data user with the Information Commissioner Office.