• Sally Herdman

Partners

Over the last couple of years and particularly throughout the pandemic, I have been working on ways I can better serve you.

Part of this has been to build a network of professionals who I believe can all help with deferring needs and between us we can provide a 360 degree service for you.

So let me introduce them to you:

Steve and Angie at My Farewell Note, who I believe fill a gap between your Will instructions and trusts.

I have also teamed up with Tim, Luke and Paul at W1 Investment Group. They are all qualified and regulated advisors who can help you with your lifetime investment plans.

Jason at Currencies 4 You can help you get the best rates on International Transfers.

The Bailey Group are experts in property taxes and arranging your rental portfolio in a very efficient tax manner.

Alex Radford at My Laywer in Spain will help all my Expat clients with their legal and tax arrangements in Spain.

Those of you who are looking for ways to pass money to your beneficiaries in your lifetime or enhance your pension income, will find it worth talking to Craig at Key Partnerships.

I am delighted to be able to offer Capital Life Funeral Plans for those of you who want to organise their own funeral and have peace of mind.

I am hoping to add more helping hands as time goes on, but thought I'd introduce the team we have right now.

If I can help you with any other issues or queries, please do not hesitate to contact me on: Tel: +44 7831 379562 (UK) or +34 622 374 738 (Spain), or email at help@sallyherdman.com




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