How can I help you?

For most of my career I have worked with farmers, local business owners, professionals working in London and others needing sound and practical advice on planning for succession and the retention of family businesses for future generations, whilst also providing for other family members not involved in those businesses.

My current role allows me to spend time with clients to understand their worries and aspirations. This means we can organise a team, often including their Accountants and other advisers, to meet their objectives in the most efficient manner.

In many cases I have been appointed as a Trustee to provide some independent advice for the family, having long term knowledge of the business and family. In this way difficult decisions can be made whilst retaining family harmony.

I lead the Firm’s initiative for those who would appreciate an annual review of their affairs. This is a service provided at no charge and will ensure your plans are always up to date.

 

Delivering what you really need

A real understanding of your business and your family means we can help you plan for the future security of your business and all your family, not just those taking the business forward.

With our wide range of clients we can also help with ideas on making the most of all your assets including redundant buildings or land.

I regard my involvement with clients as working both for them and with them. It is an ongoing relationship where there is confidence, trust and a feeling that we have relieved our clients of worry.

 

What else should you know?

I have been in private practice in the Essex/Herts and Cambridge area for many years and have been involved in various organisations in the Region. I have been Chair of a Regional Building Society, Chair of Trustees of a large Hospice Charity and Chair of the Board of Governors of a leading Independent School. In these roles I have seen many different aspects of life and appreciate the importance of clear planning, working as a team and taking every opportunity that opens up.

Additional areas of expertise

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