A Professional and experienced Estate Planner here to support you and your case through the legal process.
I have successfully completed examinations and programmes for continual professional development including STEP, CiLex and MSWW.
Areas of specialism : Wills & Legacy Planning, Trusts, Lasting Power of Attorney as well as Business Protection and Continuity.
I am a qualified and accredited Legal Intermediary, here to support you through the legal process.
I have successfully completed examinations and a programme of accreditation registered for continual professional development with the Bar Standards Board of England and Wales.
Legal practice is varied and I have chosen to specialise in the areas of : Wills & Legacy Planning, Trusts, Lasting Power of Attorney and Business Protection and Continuity.
What that means for my clients is that my specialist knowledge of both legislation and the law in these areas means I can advise and recommended on the most prudent and relevant planning to give complete peace of mind.
So many people desire to protect for their family their hard earned assets. So many companies desire for continuity.
Born, bred, educated and based in BURY in beautiful Lancashire and able to cover the whole of the NORTH WEST and further if required, please contact me to arrange a no obligation appointment.
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Like most people ‘’ Legacy’’ planning was something we kept deferring as no one wishes to think of not being around anymore. Our pension specialist / advisor the CEO of Financial Options Group Mr Christian Pepper suggested we speak with Caroline as we were implementing our retirement plans. We found Caroline very professional whom explained clearly in understandable language the considerations and planning we should consider for our family and dependents and close friends. Nothing was too much trouble and Caroline was easily contactable at all times to answer any questions that arose . Several home visits were made by Caroline whom demonstrated empathy, understanding of our concerns and excellent knowledge of current legacy rules and regulations .
We would certainly recommend Caroline to anyone as she ‘’ Delivers Service of Excellence ''
We felt at every stage that we were putting our future wishes in the best hands.
Keith and Linda