About me
A seasoned professional with over two decades of experience, I’m a private client lawyer who’s dedicated to helping clients preserve wealth and pass it on to the future generations. The types of people I typically represent include business owners, trustees and lottery winners, as well as individuals who find themselves in vulnerable situations.
Areas I advise on include tax planning, wills, probate, variations of wills and estates, Lasting Powers of Attorney and Court of Protection matters, along with trust creation, administration and dissolution.
I’m practical, pragmatic and down to earth. I speak plainly and directly, offering clear support, grounded in legal best practice, so clients fully understand how best to protect their interests.
For me, the connection I have with each client is crucial. I aim to be someone they can always turn to, whatever the future brings. I often act for the same clients over many years, and I’ve been known to work with multiple members of the same family, across different generations.
Outside of work, I like to travel and I’ve taken memorable trips touring America, Canada and Europe.
My experience
- Fully Qualified Member of STEP and have previously held the role as Chair for STEP Liverpool.
- Worked with National Lottery as a panel solicitor for winners for nearly 20 years.
- Published author of practitioner’s handbook on Powers of Attorney.
- Work with household named wealthy family members to plan and structure their estates.
- Work with local and nation firms of accountants, IFAs and fund managers.
- Regularly provide seminars to local intermediaries on technical and general aspects of all private client work.
