Jamie Shannon

Director, Head of Estate Planning & Financial Adviser

Details

As the co-founder of the firm, I have taken great pride in watching the practice and other sister companies within the group grow but am even prouder of helping our many and varied clients implement robust estate planning solutions to protect the financial wellbeing of themselves, their family and future generations.

Outside of the office, I'll be watching our son play football and almost daily commutes to various dance venues with our daughter then enjoying her shows as when they are put on. A lovely addition to the family was our dog Rosie (Cavapoo) in Jan 2022 and so my wife and I enjoy long dog walks in the woods and then a glass of red wine in the evenings.

Areas of Advice

Areas of advice:

  • Will Writing
  • Lasting Power of Attorney preparation
  • Inheritance Tax efficiency
  • Document Preservation

Bloodline/Legacy planning - protection of Inheritance from Third Party threats including:

  • Remarriage / Divorce
  • Care Home fee costs
  • Addiction problems
  • Creditors / Bankruptcy
  • Loss of State Entitlement
  • Generational Inheritance Tax

Financial Services Including:

  • Pensions
  • Investments
  • Retirement Planning
  • Mortgages
  • Equity Release
  • Life Insurance, Critical Illness, Income Protection, Permanent Health Insurance & Buildings & Contents Insurance

Date here Special Offer
20% Off for the first 50 Bookings!

Voucher codes used: 20 out of 50

Hurry, only 30 Vouchers Remaining!

£68 for a Single Will instead of £85
£116 for Mirror Wills instead of £145

Voucher Code: TICKTHISOFFTHELIST
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Special Offer Terms & Conditions
This offer is available to new and existing customers. Maximum of 50 bookings and so be quick to secure your discounted offer price!