Equity Legal — About Us
Personal Profile
Following five years with the Royal Military Police and Special Investigation Branch joined Hambro Life Assurance in May 1971. After 1977 Manchester Branch Manager for two Life Insurance companies. January 1982 Became part of National IFA Julian Gibbs Associates. 1984, established Flexible Investment Planning Ltd. a National IFA with four regional offices and over forty staff. 2007: Care fees IFA specialist at NHFA (part of HSBC Bank) and Care Fees & Equity Release Specialist at Equity Care, Chartered Financial Planners.
2011 entered legal profession as an Estate Planning Consultant and joined McClure solicitors arranging Wills, Lasting Power of Attorney’s, Trusts, and Tax solutions. Qualified as a Barrister Intermediary by examination with Legal Services Guild in 2013 and formed Equity Legal in January 2015 to provide family and corporate estate planning. Services.
Qualifications & Memberships
Professional Memberships
- Chartered Insurance Institute — Diploma · Member
- Personal Finance Society — Diploma · Member
- Society of Trust & Estate Practitioners (STEP) — Affiliate Member
CII Examination Passes
- FPC 1, 2 & 3
- CF2 — Investment & Risk
- CF6 — Mortgage Advice
- CF7 — Equity Release
- HR1 — Home Reversions
- CF8 — Long Term Care Insurance
- JO1 — Personal Taxation
- JO2 — Trusts
- CII — (Award)
Professional Background
- Author — Care Fees Guide, UK Investment Guide, Retirement Later Life Guide, International Investment Guide
- Founder — UK National IFA
- Media — Produced legal explainer videos
- Education — Delivered Financial Seminars & Speakers on CPD courses for Accountants & Solicitors
- Consultancy — Estate Planning Consultant: Wills & Trusts
- Speaker — Retirement courses for local government, police & universities
Professional Indemnity
Professional Indemnity Insurance: up to £2,000,000 per claim.
Registered under the data protection Act Number: ZA077121
- Experience
- 40 years (Financial Services) · 14 years (Estate Planning)
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