Being able to help clients at difficult times in their lives is very rewarding – I want to give people peace of mind for the future and by building relationships with them so that I understand their needs, I can help them to plan ahead.
I work with young couples starting their own family and with older people planning ahead for their own families or loved ones – I have especially enjoyed being able to use my skills to support St David’s Hospice recently.
Outside work I love spending time with family but have discovered a new love for decorating (that could be because of my new house, of course).
Ask all the questions you need to – there are no silly questions.
Don’t always believe everything you read online – get advice.
When is an appropriate time to review my will?
It’s useful to familiarise yourself with the terms of your will every few years to ensure you’re happy with the content. There could be changes to the legislation or your family circumstances which could mean you may need to make amendments.
Am I not too young to be worrying about my future?
Unfortunately, you never know what could be around the corner so it’s always best to be prepared.
We often get asked what the differences are between powers of attorney and deputyships and…Read full article
Gall gwneud rhoddion yn ystod eich oes fod yn ffordd hawdd ac effeithlon o leihau…Read full article
Making gifts during your lifetime can be an easy and efficient way to reduce your…Read full article
Prif ddarn deddfwriaeth yr UE sy'n effeithio ar sut yr ydych yn gadael eich asedau…Read full article