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Credentials

  • Full Member society of Will Writers
    The Society of Will Writers
    Mar, 2022
    - Sep, 2024
  • Certificate of Mortgage Administration and Practice
    Institute of Financial Services
    Dec, 2002
    - Sep, 2024
  • Financial planning certificate
    The Chartered insurance institute
    Feb, 1999
    - Sep, 2024

Experience

    • United Kingdom
    • Legal Services
    • 1 - 100 Employee
    • Founder
      • May 2022 - Present

      I founded Personal estate planning after spending over 30 years helping people and business manage money and debt. Through family circumstances (ageing parents with dementia) it made me realise how important advance planning is. I founded Personal Estate Planning to help others who may find themselves in a similar situation. I founded Personal estate planning after spending over 30 years helping people and business manage money and debt. Through family circumstances (ageing parents with dementia) it made me realise how important advance planning is. I founded Personal Estate Planning to help others who may find themselves in a similar situation.

    • United Kingdom
    • Business Consulting and Services
    • Managing Director
      • Oct 2011 - Present

      NWM Consultancy Ltd are a specialist company whose expertise is helping companies with cash flow issues. Unless we succeed, we make no charge whatsoever. NWM Consultancy Ltd are a specialist company whose expertise is helping companies with cash flow issues. Unless we succeed, we make no charge whatsoever.

    • United Kingdom
    • Business Consulting and Services
    • Managing Director
      • Apr 1993 - Apr 2009
    • Managing Director
      • Mar 2001 - Oct 2008

Community

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