About Jewells of Taunton

I have worked in finance all my working life starting in banks at age 16. My roles have included Customer Services, Assistant Bank Manager, Financial Adviser, Independent Financial Adviser and Operations Director at a firm of Independent Financial Advisers. I now enjoy meeting people and helping them to ensure that their hard earned wealth passes efficiently according to their wishes rather than to unintended others such as ‘The Tax Man’ or local Authority for care costs and to help to prevent accidental disinheritances. I work hand in hand with a number of Financial Advisers and Accountants to provide a ‘joined up’ approach to a clients’ needs and requirements.

Referrals we are looking for:

Anyone over the age of 18 with assets that they want to ensure pass to their intended beneficiaries

Referrals we can give:

Mortgage, insurance, Will disputes, conveyancing.