I advise individuals, family offices and professional advisors on life insurance planning strategies, with extensive experience assisting UK, US and international families. I work with UK resident clients, domiciled and non-domiciled, as well as non-UK resident clients including both US citizens and US residents. I, and the firm, are dual authorised and regulated to source life insurance policies from the US market in addition to the UK, providing value-driven international financial planning in the currency of choice. I also advise on international health insurance policies.
Getting to know my clients and their advisors, helping to ensure their family members are properly protected and their legacy guaranteed by solving wealth transfer, asset protection and IHT/estate tax planning goals.
There was minimal change to our business process as we were already set up for agile working. Temporarily it was difficult to arrange medical exams and there was a reduction in capacity available in the life insurance market although that has largely returned.
Surviving lockdown with 2 under 2!
To keep in touch with peers and stay abreast of industry trends.
Yes, one so far. Well produced and more interactive than others.
Taking my kids to the local playgrounds or playing a quick 9 holes at the Hampstead Golf club.
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