Based in the East Midlands it is my privilege to build lifelong relationships with my clients mainly in Leicestershire, Rutland and Nottinghamshire
I have over 20 years’ experience helping people and businesses achieve their goals, some of which include successfully: -
- Building personal wealth through effective investment and tax planning
- Helping fellow business owners plan for life after running a business in the most tax efficient way
- Protecting families and businesses from the effects of the worst things that can happen in life
- Helping families cascade wealth down the generations
I would love to sit down over a coffee and discuss this with you (the agenda is yours) so that I can tell you how I can help you.
As a business owner I know that time is precious so I can meet you at your home or business premises.
Tel: 07939 653458