With over 15 years experience in Financial Services I have ensured continually that clients best interests are always at the heart of what I do. Now specialising in Wills & Estate Planning I can utilise my experience to make sure clients wealth goes to the right people at the right time in the most efficient manner.
Whether simply appointing guardians for your children or putting in place a robust estate pass-over that will protect your family's financial future for generations to come, I will guide my clients throughout the legal process whilst always keeping it simple.
Wills and Power of Attorney are crucial element of financial planning, and largely forgotten, therefore my goal is to always make sure that clients can always make informed choices from an educated point of view.
3 Pillars Financial Planning is a trading style of Protect What Matters Ltd.
Protect What Matters Ltd is an appointed representative of Sesame Ltd which is authorised and regulated by the Financial Conduct Authority.
Protect What Matters Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 843972
Country of registration: Scotland, Registration No: SC603816. Registered address: 242 Baberton Mains Drive, Edinburgh, EH14 3EA.
The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK
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