Planning for the unexpected - will your next move be the right one?
Planning for the unexpected is a webinar specifically designed to prepare you and your loved ones for the events that we all know will happen at some point in our lives, but nevertheless still come as a shock when they do.
In this session we will be teaming up with one of our legal connections at Howes Percival, Alexandra Hornsby, to talk candidly about how these events impact our families financially and what we can do to minimise the inevitable financial disruption. Whether it is writing a Will, establishing a Power of Attorney or passing money on to future generations efficiently, we need to be having these conversations, as it will be worse if the conversation is never had.
At first glance these subjects can be overwhelming, so join us as our experts simplify these areas and walk you through how we have helped many of our clients handle the inevitable. Such conversations put you back in control and can give you peace of mind. The best plan for dealing with the unexpected is to prepare for it, so let us help you take those first steps today in finding out more.
Having honed my advanced knowledge of SIPP and SSAS arrangements during this time, I have a wealth of experience across the business. Although my particular focus is on wider wealth management, I also have a passion for establishing long-term relationships with my clients.
In my spare time I love getting out on my bike with my husband and discovering hidden little villages. However, since getting a puppy, we have also enjoyed the slower pace of discovering our local countryside.
After achieving the CII Level 4 Diploma in Regulated Financial Planning, I became a consultant in 2017 and now specialise in bespoke SIPP/SSAS pension arrangements. I am also well experienced to provide holistic wealth management strategies to high-net-worth individuals and SME owners across the UK, ensuring the overall position is tax efficient.
I have a strong network of professional connections in the Midlands region to assist with wider planning needs for clients. I also sit on the committee of NetworkLE, Leicester’s biggest professional network.
In my spare time I enjoy keeping fit, cooking, travelling and spending time with friends and family. Being a local Leicester lad, I am of course a huge fan of Leicester City and Leicester Tigers, having played rugby for most of my youth.
