Succession Wealth (Leicestershire)

I offer 20 years experience helping private clients step through the life-stages of their finances. This can be by accumulating assets in readiness for retirement, and then making that plan become a reality. Investing can be part of a larger Wealth strategy which requires a professional investment portfolio plan. I will make the complex aspects of financial planning understandable and enjoyable. I understand that there is no substitute for providing a trusted relationship with integrity and professionalism - and that is what I offer, with the stability of building a long-term relationship. I am also a Long Term Care expert and provide the security of lifetime advice and beyond, with Legacy planning being a specialist area supporting the next generation.

Locally based in the Lutterworth area of Leicestershire. The convenient facility of our Regional Office on the outskirts of Rugby, Warwickshire is close to hand.

Secure client Video Conferencing facility provided