Expertise

  • Wills
  • lasting powers of attorney
  • Estate planning
  • Inheritance Tax Planning
  • family protection trusts
  • family protection
  • Life Insurance
  • Keyman/Shareholder Protection
  • Private Medical Insurance
  • Critical Illness Insurance
  • Income Protection
  • Funeral Planning

Summary

Finsso Estate Planning offering a professional, ethical and competent service. My experiences allow me to advise clients on all aspects of estate planning better. Once we fully understand the client, we are able to give best advise and explain how the advise is relevant to them. Our associate business partners will help on other financial practices to our clients.

At Finsso Estate Planning, we advise on Wills, Trusts, Lasting Power of Attorney, Probate and Inheritance Tax Planning. 

We are full members of “Institute of Profissional Will writers” and recognise by the institute of trading standards by adhering their code of conduct and practice.

 

 

 


Experience

  • Finsso Estate Planning Ltd

    Estate Planning Director
    - Current
    Finsso Estate Planning Ltd
  • Finsso Financial Ltd

    Director & Financial Advisor
    1 - 5 Employees 2019 - Current

    At Finsso Financial, we focused on advising clients on various services including Protection (Personal/Business), Mortgages, General Insurance and Health Insurance.


Qualifications

Member of Society of Will Writers 



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