I studied at Alderman Blaxill School and Colchester Sixth Form College, joining the firm in May 2002. I am a Financial Planner in the Financial Services team which is able to give independent financial advice on all aspects of investment, pensions, insurance, inheritance tax planning and mortgages. I hold the Diploma for Financial Advisors and am a member of the Institute of Financial Services. I am currently studying for The Ceritifcate in Long Term Care Insurance with a view to joining the Society of Later Life Advisers (SOLLA).
It is very unusual for a firm of solicitors to have an ‘in house’ financial services team and therefore provides Birkett Long's clients with the advantage of obtaining legal advice and independent financial advice ‘under one roof’.
The financial services team works closely with other teams within the firm, for example Personal Tax and Probate team providing clients with inheritance tax planning and Family team providing advice to clients during a divorce on pension sharing orders and maintenance payments protection.
