top of page

In my professional life, I spent my early years working for the TSB Bank, and then as a Contracts Manager in the North Sea Oil Industry.  I then became a Finance Director for a Steel Fabrication company.  I have since spent many years as a financial planning consultant, both in personal holistic financial planning and the corporate environment.

I am an experienced consultant with a demonstrated history of working in many aspects of finance and protecting assets.  I am skilled in designing extraordinary Legacies, Will Writing, Trusts, Business Exit Strategies, and Inheritance Tax Mitigation. 

So, whether you need a simple Will, advice on protecting your home from care, or have more complex issues, I can help you achieve peace of mind, and protection of your life´s work for you and the generations to follow.


Wills & Power of Attorney

Sally's help took the dread out of doing the wills. She was professional, yet caring and I felt that she did what was best for me and my family...  


May 2022 

Wills & Power of Attorney

It was lovely Sally was lovely and extremely helpful, She took time out to explains things and was very open about answering question. Overall it made an otherwise tedious experience fun.


June 2022

bottom of page