Norwich, Norfolk
I offer Wills and Lasting Powers of Attorney, together with Estate Planning services. I am an affiliate of the Society of Willwriters and carry Professional Indemnity Insurance. I am also an Independent Financial Adviser and have been advising clients since 1983.
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What do you love most about your job?
The moment that people are so relieved that they have at last sorted out this essential part of their financial planning - sometimes they have put this off for years. I also enjoy the satisfaction of hearing from clients that I have dealt with them sympathetically and with understanding.
What inspired you to start your own business?
As a practising IFA I was disappointed in the level of attention that solicitors were giving to clients wanting Wills - they seemed more to be order takers than actually working with people to guide their planning.
Why should our clients choose you?
I have 34 years experience in financial services with an unblemished record of honesty and integrity, together with an easy going manner. I will never pester or pressurise clients into unnecessary solutions.