What I Offer…

Kept Assets is an independent estate planning business offering a full bespoke service to clients. Writing your Will is just the first step in ensuring that the value you have built up in lifetime is protected from external threats when you've gone.
We listen, and then we offer solutions that will direct your assets to your loved ones whilst also giving them the same protections through the generations.
We work closely with Financial advisers to ensure a neat fit with their planning.

Why I’m good at what I do…

With over 35 years financial services experience including providing training to financial advisers at all levels, my knowledge of what can be done ranks highly.

I am a member of the Society of Will Writers.

Things I like…

Rugby, Beer, Football, Curry, Travelling In any order you like!

What I do

  • Asset Protection & Estate Planning
  • Inheritance Tax Planning

My Stats

Last online 29th Oct 2018
Member since 30th Oct 2017
Number of testimonials 0
Meetings attended 59

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