Company: Legacy Wales Location: Swansea Postcode(s) Covered: SA, CF I founded Legacy Wales following a successful 27-year career in Financial Services. I established during that time that there was a lack of high-quality professional estate planning services for people looking for an alternative to a Solicitor and I am extremely proud of the reputation we have so…
Company: Legacy Wales
Location: Swansea
Postcode(s) Covered: SA, CF
I founded Legacy Wales following a successful 27-year career in Financial Services. I established during that time that there was a lack of high-quality professional estate planning services for people looking for an alternative to a Solicitor and I am extremely proud of the reputation we have so far created.
As a Mortgage and Protection Adviser, I was very aware that a high proportion of adults do not have Wills in place and felt strongly that I wanted to help change this. My previous knowledge and experience help ensure my clients receive high quality advice and guidance with exceptional personal service.
Part of my role is to build and develop strong relationships with professional partners, such as Financial Advisers, Mortgage Brokers and Accountants. It is vitally important to me that I have experts I trust on hand to refer our clients to for all their financial needs. I am a full member of the Society of Will Writers.
I live in Swansea with my wife and two children and love gardening, all sports and socialising.
