Vanessa is a warm and friendly individual, she offers over 30 years’ experience in the financial services sector and a further 10 years in estate planning.
Vanessa brings professionalism, expertise and a touch of humour to her client meetings. Being a STEP member, Vanessa adheres to the stringent STEP code of conduct, which highlights the principal professional standards that a STEP member agrees to uphold.
As an experienced Estate Planner Vanessa offers her clients a variety of services. These include: bespoke Will Writing, Lasting Powers of Attorney, Inheritance Tax Planning, Asset Protection and Funeral Plans.
"I would highly recommend Vanessa to deal with any legal advice needed when writing a Will and following a bereavement. I will never be able to thank her enough for her help and advice." Linda, Swansea