About the Business
I have over 38 years experience in the Industry and specialise in Estate Planning, Investments, Inheritance Tax Planning and Pensions. We have now introduced our Wealth Management Programme and I run and co-ordinate the large investment accounts. All of our Clients are offered a personal service when trying to cater for their needs.
My chief responsibility is the smooth running of the office. The administration department has three members of staff apart from myself and all business comes through us to be checked, submitted and recorded. My other areas of responsibility include dealing with all salaries on PAYE, including monthly and annual returns to the Inland Revenue, commission payments for all Consultants, and book-keeping and accounting, along with maintaining supplies for the office and paying the bills!
Location & Hours
76 South Park
