I am a certified financial planner and STEP (Society of Trusts and Estate Planning) Affiliate. Based in Finchley (North London) I cover Central London, North London and surrounding areas. More recently, most clients meetings take place via Zoom so nationwide advice is available. I help clients with will drafting and inheritance tax planning. I offer…
I am a certified financial planner and STEP (Society of Trusts and Estate Planning) Affiliate.
Based in Finchley (North London) I cover Central London, North London and surrounding areas.
More recently, most clients meetings take place via Zoom so nationwide advice is available.
I help clients with will drafting and inheritance tax planning.
I offer a free initial consultation.
website – www.marcburman.com
e mail – [email protected]
Contact number – 07863 103 188
Areas:
Will drafting
Inheritance Tax advice
Wealth Preservation
Bloodline protection
Financial Planning