Book a Call With Rob
Independent Financial Adviser
With 30+ years of experience, I specialise in inheritance tax planning, helping you protect your wealth and secure your family's future. Based in the North West, I offer expert guidance and a no-obligation consultation, book a call today.
Why Work with Us?
Free Consultations
30 Years of Experience
Local & Friendly
How It Works
1
Quick Chat
A brief, no-pressure conversation to understand your needs and answer any initial questions. We’ll discuss your goals and see if our services are a good fit.
2
Consultations
If you decide to move forward, we’ll offer a series of free consultations to carefully craft a plan that meets your unique inheritance tax needs. These consultations can be conducted in person (with home visits available) or virtually, and we’ll refine the strategy until you’re completely satisfied.
3
Implement Plan
Once you’re happy with the plan, we’ll guide you through the implementation process to ensure everything is set up correctly, minimising your inheritance tax burden and protecting your wealth.