Loading...About The Speaker...
After over 30 years of experience within Financial Advice, Protection and Wealth Planning, I have now chosen to specialise within the Later Life sector, providing specialist advice to private clients, their families and business owners. Based in Worcestershire, I can offer a wealth of experience and peace of mind for clients wanting to protect their assets and inheritance for future generations. Specifically providing information and education on Estate Planning (Wills, Trusts, Probate, Inheritance Tax, Care Costs Protection and Equity Release)
About Their Talks...
The advice I provide stems from the concept of protecting assets such as family homes, investments, savings, businesses, and cash. All these can be at risk from the likes of long-term care fees, divorce, remarriage after death, creditor claims, bankruptcy, and inheritance tax. This is why our compnay offer this free talk that holds valuble information.
Fee:
We belive that this information should be accescible to every individudal and that is why we offer this talk free of charge however I will not say no to tea and biscuits.