Sarah Timothy, an Associate Solicitor in Blaser Mills’ Wills, Trusts and Probate team, organised a ‘financial and legal surgery’ that took place in the Boardroom in Blaser Mills’ High Wycombe office on Thursday 29 January 2015 between 8am and 7pm.
The event was run in conjunction with St James’s Place Wealth Management, who were represented by Lorraine Sellwood.
The aim of the event was to provide information for families on financial planning, Wills and estate planning.
Through our work we have come to realise that, while many clients would like advice on their financial planning, to seek professional advice can often be daunting and difficult to address. We therefore held this informative, but informal, surgery event where clients were able to book an allotted time slot for a general review or to ask any questions they had about financial planning.
Lorraine Sellwood is a Partner of St. James’s Place Wealth Management, and she provides a wide range of wealth-management services to both individuals and businesses in London and the surrounding home counties. Her emphasis is on maintaining a long-term relationship with her clients and to provide them with a source of trusted advice as their financial needs evolve over the years. Lorraine offers advice on retirement planning, inheritance tax planning, protection, long-term care fees and savings and investments.
Sarah Timothy is an experienced lawyer at Blaser Mills with in-depth knowledge and expertise in legal matters relating to inheritance tax planning, trusts, Wills, probate, Lasting Powers of Attorney and Court of Protection work. Sarah’s assured approach and technical excellence enable her to consistently offer pragmatic advice, either to improve her clients’ position or to guide her clients when making often difficult and stressful decisions.
If you would like advice about financial planning, please contact our Wills, Trusts and Probate team at: firstname.lastname@example.org