Even with over 30 years in the industry, starting out preparing illustrations at a major product provider in Reading, you never stop learning. Something is always happening and changing.
Now I’m a certified Chartered Financial Planner with Crowe Financial Planning UK Limited and a Fellow of the Personal Finance Society, looking after many lovely clients. There is more room for growth, too.
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Recognised in the VouchedFor 2026 Top Rated Adviser Guide for consistently strong client feedback and high professional standards. View my client reviews on VouchedFor |
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If I am not available or cannot get back to you right away, please feel free to reach out to Claire, she is always happy to help and will make sure you get the support you need.
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Explore how Will planning, Trusts and life insurance could help manage Inheritance Tax on your home and the key points to consider.
Could your home play a role in Inheritance Tax planning? Explore the considerations around downsizing, equity release, gifting and shared occupation.
Learn how IHT rules, residence nil rate band, gifts and Wills could affect your estate.
Explore how Will planning, Trusts and life insurance could help manage Inheritance Tax on your home and the key points to consider.
Could your home play a role in Inheritance Tax planning? Explore the considerations around downsizing, equity release, gifting and shared occupation.
Learn how IHT rules, residence nil rate band, gifts and Wills could affect your estate.