Short bio:
I am a partner in the Private Client team.
I specialise in most aspects of private client work but mainly deal with estate and lifetime planning.
I have always enjoyed the personal aspects of the role, getting to know my clients and their families and helping them manage their affairs in the best and most efficient way. I work with a broad range of clients from business owners both current and retired to landowners, farmers and anyone who needs my help and support.
I am trustee of several large grant making charities; The Worcestershire Breast Unit Haven, The Ancient Parish of Ripple Trust and Worcester Theatres. I also support The Myriad Centre in Worcester.
I also play with several brass bands when time permits and am often found in the bandstands of Worcestershire on a summer Sunday.
I am based in Cheltenham and Stratford upon Avon
What I excel in:
- Estate planning
- Landed Estates
- Private Client
- Probate
- Tax and Trusts
- Wills
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