I have over the past 30 years built close long-lasting relationships with my clients all over the UK including Yorkshire, Lancashire and London. I have a wealth of experience and expertise in financial services and have gained an enviable reputation for cutting through complex situations and explaining things simply and with clarity, (that's what my clients tell me!)As well as investment planning for growth and income in retirement, I specialise in inheritance tax mitigation and trusts.　I have developed relationships with lawyers and accountants to deliver specialist advice wherever it is needed for my private clients.I also work closely with clients’ lawyers regarding equity release. My understanding of this subject and grasp of individual circumstances and how it can affect the whole family is second to none (honestly, that's what I'm told!) My expertise and guidance is regularly called upon by other financial advisers for input and opinion on this and many other subjects.