Symponia Member

Angela has over twenty years experience in advising clients, the last nine years as a Specialist Elderly Client adviser. The main areas she gives advice are Investments, Care Fees Planning, Inheritance Tax Planning and Equity Release & Home Reversion policies.

Advice is also given regarding benefits that may be claimed such as Attendance Allowance, and Enduring Powers of Attorney as she works closely with solicitors and accountants. The older client needs a lot more time and care as they are often very nervous and worried and their requirements are very different.

Angela prides herself in offering a personal service to all her clients and in particular she realises that when dealing with families who need to place a relative in care this is a sensitive area, and therefore approaches her work with understanding and empathy.

Angela is a member of The Retirement & Care Faculty.

She has two daughters and two grand daughters and an elderly mother who take up much of her time. With living so near the Peak District she likes nothing better than to walk or cycle in the beautiful countryside.