I am a consultant with many years’ experience of helping generations of clients to protect their wealth from life changing events and taxation and enable that wealth to grow.
This continues to be a deeply interesting role for me; solutions must stand the test of time and I am here to see that they do. I enjoy the daily diversity of my work, and combine my understanding and people skills with technical knowledge to achieve the best outcome for my clients.
Trusted to provide sound guidance, I am renowned as “a wealth preservation specialist who commands respect in the private client market”.
My other area of expertise is in the not for profit sector where I advise on all aspects of trustees responsibilities, charity formation, negotiations and representations to the charity commission. Holding a significant number of charity trusteeships and having chaired several large charities I can see the issues from both the client side and as an adviser which makes my advice both informed and practical.
Charity law expertise
Qualifications & membershipsAdmitted as a Solicitor in April 1978
Society of Trust & Estate Practitioners (STEP)