I founded Heritage Estate Planning following a successful 22-year career in Financial Planning. I felt that there was a lack of high-quality professional estate planning services for people looking for an alternative to a Solicitor and I am extremely proud of the reputation we have built over the last four years.
As a Financial Advisor, I was very aware that a high proportion of adults do not have wills and Lasting Powers of Attorney in place and felt strongly that I wanted to help change this. My previous knowledge and experience helps ensure our clients receive high quality advice and guidance with exceptional service personally, delivered by myself and Sarah.
Part of my role is to build and develop strong relationships with professional partners, such as Financial Advisors, Mortgage Brokers and Accountants. It is vitally important to me that I have experts I trust on hand to refer our clients to for all their financial needs.
I pride myself on keeping my knowledge up to date and have been awarded distinctions on exams taken through the Chartered Institute of Legal Executives (CILEx) and have recently embarked on the STEP level 6 qualification in wills and succession. I live at home in Newbury with my three children and have an older daughter who lives in Copenhagen. I love running, listening to music and meeting friends (virtually at the moment, due to the COVID-19 situation!).