Telephone: 01603 466 836
Address: The Barn, 41a Glover Street, Over, Cambridgeshire CB4 5PQ
Type of member: Financial Adviser
Member since: July 2012
Working with AisaProfessional, a truly Independent Chartered Financial Adviser, I have considerable experience in inheritance tax planning, advising on trusts and in investment matters. As well as advising clients, I have other responsibilities such as creating the investment portfolios as a member of my company’s investment committee.
Having dealt with the issues in Long Term Care during my mother’s Alzheimer’s disease, I am aware that you are looking for advice at a very sensitive and difficult time. My aim is to provide clients with the appropriate advice and service in a compassionate and constructive manner to enable you to make the right choices for you and your loved ones.
The current care regime can look incredibly complicated when you first look at it. I consider it my job to guide you safely through the maze, specifically ensuring that:-
a) The person needing care gets the best available treatment.
b) The correct level of State benefits are being claimed.
c) As far as possible your assets are preserved for you and your family.
d)You receive an ongoing service.
I live in Norwich but am based in an office in Cambridge so if you require assistance in either area, I can easily accommodate your requirements.