Company: Keep Trust Planning Location / Address:Vicarage Court, 160 Ermin Street, Swindon, Wiltshire SN3 4NE Area(s) Covered: Nationwide Andrew’s focus is always to do the right thing for his clients. This fits in perfectly with the Keep Trust Planning model as we strive to build our business around happy and loyal clients. Andrew wrote his first…
Company: Keep Trust Planning
Location / Address:Vicarage Court, 160 Ermin Street, Swindon, Wiltshire SN3 4NE
Area(s) Covered: Nationwide
Andrew’s focus is always to do the right thing for his clients. This fits in perfectly with the Keep Trust Planning model as we strive to build our business around happy and loyal clients. Andrew wrote his first will back in 1989 as an additional service to complement financial advice he gave. He took some time away from business in 2016 to relax. Thankfully, Andrew is back helping clients to protect their assets, and with his easy-going and friendly approach, he metaphorically holds their hand through the process.
Andrew is a well-respected and forward-thinking adviser who focuses on protecting our clients’ estates by utilising trusts within wills and working with other financial professionals to help reduce or even eradicate inheritance tax.
