"Looking after you, and the generations to follow"

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Email:  help@sallyherdman.com

Telephone or WhatsApp:

UK  07831 379562 or Spain  622 374 738

Contact me for an informal, no obligation conversation to find out more and how I can help you with your inheritance needs.

About Sally

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.