Graham Hinitt ( MATRIX ESTATE PLANNING LIMITED )

Location: Sheffield, S25 5FL Email address: [email protected] Registered address post code: W8 6BD   I was one of those lucky people who spent the whole of my career in financial services working for one of the U.K.’s largest life office’s  as a manager, supervising a team of financial advisors. I joined the company as a…

Location: Sheffield, S25 5FL

Email address: [email protected]

Registered address post code: W8 6BD

 

I was one of those lucky people who spent the whole of my career in financial services working for one of the U.K.’s largest life office’s  as a manager, supervising a team of financial advisors. I joined the company as a young salesman in the early 1980s I took to the job like a duck to water and my sales were excellent, the company asked if I would like to sit professional exams and I passed my advanced diploma at level six in financial planning, I was then promoted to divisional Inspector and one year later I was promoted to sales manager. In 1996 I decided to study for the chartered insurance Institute’s G10: level six taxation and trust exam, which I passed first attempt, it was at the stage in my career that I started to develop a strong interest in estate planning with the use of trusts being my primary area of expertise. I was very lucky to be able to take early retirement and decided to form my own estate planning practice which is: Matrix Estate Planning Ltd. Throughout my whole career in financial services I have observed that to run a successful business, total commitment to outstanding customer service must be your core value.

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The Society of Will Writers is a non-profit making self-regulatory organisation whose primary objectives are the advancement, education and ethical standards within the will writing profession.

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