"Katy's advice has allowed me to retire and have a strong retirement income, over many years, and provided me with security. Her professionalism and support when I've been uncertain about the direction to take, have relieved all the pressure and anxiety that I would have experienced in creating a financial plan.
There is so much more to Estate Planning than writing a simple Will and Katy helped me to make important decisions in areas of planning that are not my specialty. She is friendly, approachable and caring, and always been there for me during the 15 years of working together"
"Katy's expertise helped us set up appropriate share portfolios of investments, create trusts for each of our children and one for our grandchildren. We set up a mechanism to help our children pay inheritance tax. In addition she picked up on our wish to give to charities so that others could benefit.
We felt listened to and an appropriate plan put in place to meet our needs. We have every confidence in Katy who has over time got to know our family and us so that she could give us sound advice. Nothing has been too much trouble. She has patiently explained each step to us, and checked out our understanding before we made each decision. We have peace of mind for the future"
Mr and Mrs S
"Taking advice from Katy has helped us clarify how best to manage family investment and minimise inheritance tax. It has provided structure and confidence that we have laid down plans for the future. The most valuable areas of advice were the help and support in setting up the Trusts"
Mr and Mrs A