I am a Chartered Financial Planner and have over 20 years’ experience, providing independent financial advice to private individuals, family estates, charities, trusts and corporate clients.
I joined Crowe Financial Planning UK Limited in 2007 and have worked in three chartered accountancy firms during my career. I am an Associate of the Personal Finance Society (PFS) and a member of the Chartered Insurance Institute (CII).
My team
If I am not available or cannot get back to you right away, please feel free to reach out to Anne-Maria for any technical queries and Julie for any administration queries. They are always happy to help and will make sure you get the support you need.
Unmarried couples should set plans to protect assets and improve tax efficiency.