Location: Chelmsford, Essex Email Address: [email protected] Company: Portcullis Wealth Retention Ltd Postcode(s) Covered: AL, BR, CB, CM, CO, DA, EN, HA, HP, IP, ME, N, SE, SG, SS, TN, UB, WD A member of the Society of Will Writers (MSWW) by examination. Having been an Independent Financial Adviser for over 30 years I have extensive experience of…
Location: Chelmsford, Essex
Email Address: [email protected]
Company: Portcullis Wealth Retention Ltd
Postcode(s) Covered: AL, BR, CB, CM, CO, DA, EN, HA, HP, IP, ME, N, SE, SG, SS, TN, UB, WD
A member of the Society of Will Writers (MSWW) by examination. Having been an Independent Financial Adviser for over 30 years I have extensive experience of providing tailored solutions to life’s financial / estate planning conundrums.
I have been writing Wills since the early 90’s and for the last 20 years I been dealing with more complex estates including advice on Family Controlled Trust Frameworks, Probate and Powers of Attorney.
My experience, technical knowledge, insight and value for money is most valuable to clients with an estate in excess of £1.0m
I work hard with my support team to provide a holistic service and you will find my team and I highly approachable and personable.
When not working: I enjoy the company of my 5 children, keeping fit, rugby, wild swimming and stand up paddleboarding.
