Meet your Advisors
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We are always happy to help you. If you have questions about any of the services we provide please feel free to contact us.
Meet Leanne
Leanne is our Hull based Adviser providing face to face appointments in the East Yorkshire area. She can also do telephone and video appointments.
Leanne has been an Estate Planning Consultant for 8 years and is a mum to two children. She has over 13 years experience in various administrative and customer service based roles
Providing a friendly service is Leanne's priority, being welcoming and ensuring that clients feel at ease. She has helped many clients from young parents to more elderly who are wishing to make final preparations.
Meet Sam
Sam is our Mansfield based Adviser providing face to face appointments in the Nottingham area. She can also provide telephone and video appointments.
Sam has been an Estate Planning Consultant for 8 years and has many years experience as an Accountant and Project Manager.
Sam came into Financial Services and Estate Planning due to her own personal experience of being financially disadvantaged when she was unable to work due to illness. Her passion to provide protection shines through and with the passing of her parents she can speak from experience about just how important Estate Planning is.