Managing Director, Asset Protection Specialist
Having worked in financial services since 2000 as a Mortgage Advisor, in 2006 I took the decision to become self-employed and make my own destiny in the world of mortgages. After a spell as a broker for a local company, I decided to branch out and set up a limited company specialising in mortgages.
After a successful few years in the mortgage market, it became apparent to me that people spent so long saving for their long-awaited homes and the majority protected these with life assurance against death or critical illness but the conversation ended more or less at that point. This didn't sit comfortably with me and I wanted to ensure people's homes, life savings and chattels were fully protected for future generations to come.
Having spent many years saving for a home, decorating it, lovingly filling it with furniture and items of their choice, potentially welcoming a family and saving towards the golden years of retirement, it became apparent to me that not enough was being done by myself or other advisers to protect this wealth, however big or small for the futures generations to come.
In 2014 I started offering Wills and estate planning through my association with Countrywide Tax & Trust Corporation, to provide the expertise behind the estate planning. Countrywide Tax & Trust Corporation were my chosen association as they are regarded as the industry leader in Estate planning as well as being trust specialists.
They are an established company encompassing all the attributes I hold as an adviser.
Having now worked with Countrywide Tax & Trust Corporation for over 7 years, I have built an established and highly regarded business providing expert advice/recommendations to clients supporting their future plans for generations to come in all areas of estate planning. Contact me today for an initial call.
The initial call gives an opportunity to discuss your situation and your objectives. It also allows us to see how we can best help you.
The discovery meeting is all about you. We will take the time to listen to your personal, family, and business situations to get a better understanding of your specific estate planning requirements. We will ask you questions to better understand what is really important to you, as well as fully understanding the legacy you wish to leave.
Finally, we will explain the services of Strategic Asset Protection and show you how we can help you and what the next steps will be.
Please get in touch now to arrange an initial call.
Following your Discovery Meeting, we will prepare your recommendation report which sets out our recommendations, scope of work, timescales and the legal fees you will pay for our services.
Once we have your agreement, we will put your plans into motion for you. We take care of all of the administration and keep you updated regularly throughout the document drafting process. Order summaries of your estate planning will be sent to you for your review and once you have approved, the final documentation will be prepared, reviewed and legally approved. We will then be in contact to arrange the Signing Meeting and provide further guidance.
So that legal documents are valid they need to be signed and dated correctly. At the signing meeting you will need two independent witnesses present to witness the signing of the wills and once signed to documents will be legally effective.
After the signing we will provide an execution statement giving the full names and addresses of the witnesses as proof that the wills were executed correctly and legally.
Once all the documents have been signed they will be professionally stored for safe keeping. Storage certificates will be provided to ensure everyone is clear where the documents are stored.
Once the process has been completed it is very important that the documents are updated as events happen. Regular reviews are important to make sure the planning stays up to date. We will communicate with you from time to time to ensure your planning is up to date.