Daniel S.

Founder - Estate Planner @The Will Club

Telford, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 2016 — Present

Founder - Estate Planner @The Will Club

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Telford, GB

As an Estate Planning Consultant with The Will Club®, I provide a personal and bespoke service, giving advice and guidance on a wide range of inheritance-related issues, such as asset protection, the use of trusts and later life planning. This ranges from simple Wills to complex Inheritance Tax planning and Lasting Powers of Attorney.Also offering a consultative, highly customer service-focused approach, to provide bespoke protection insurance solutions, so individuals can utilise their life insurance policies, particularly when held in trust, to mitigate inheritance tax (IHT) liabilities.

SKILLS

Commercial MortgagesManufacturingWealthStrategyResidential MortgagesProtectionRetirement PlanningBusiness StrategyFinancial AnalysisFinancial ServicesFinanceProduct DevelopmentAsset AllocationSavingsRisk ManagementTeam ManagementEnterprise SoftwareInternational BusinessInvestmentsRetirementStrategic Financial PlanningFixed IncomeSalesNew Business DevelopmentP&L ManagementManagementPensionsFinancial ModelingInternational SalesBatteriesPersonal FinanceCritical IllnessFinancial AdvisoryMergers & AcquisitionsNegotiationPortfolio ManagementStart-UpsWealth ManagementInvestment AdvisoryRelationship Management

ABOUT DANIEL S.

Financial Services professional with over 20 years of experience. Proven Client…

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Daniel S. — Founder - Estate Planner at The Will Club in Telford, GB | Unifers