Location/Address: 1 Village Green View Grey Towers Village Nunthorpe North Yorks TS7 0RR Postcode(s) Covered: TS More than 50 years’ experience helping individuals and families with later life planning. I have been a Registered Trust and Estate Practitioner (TEP) for over 30 years, helping clients navigate Wills, Trusts, Powers of Attorney, Probate and Estate Planning….
Location/Address: 1 Village Green View Grey Towers Village Nunthorpe North Yorks TS7 0RR
Postcode(s) Covered: TS
More than 50 years’ experience helping individuals and families with later life planning.
I have been a Registered Trust and Estate Practitioner (TEP) for over 30 years, helping clients navigate Wills, Trusts, Powers of Attorney, Probate and Estate Planning.
As an Independent Financial Adviser, I hold both Certified Financial Planner (CFP™) and Chartered (FCSI) status. I have also been accredited by the Society of Later Life Advisers (SOLLA) for over 15 years, a distinction held by fewer than 2% of regulated financial advisers.
I help individuals and families navigate the legal, financial and practical challenges of later life. Whether the issue involves Wills, Trusts, Powers of Attorney, Probate, Estate Planning, Inheritance Tax or care funding, my aim is to provide clear, practical advice that protects clients’ interests and gives them confidence and peace of mind.
