Louise joined Perspectives Oswestry Office (West) Ltd in October 2016 and has over 30 years’ experience in financial services having previously worked in an accountancy practice and private banking.
Louise is qualified to Advanced Level of the Diploma, is a Fellow of the Personal Finance Society and was awarded Chartered Financial Planner Status in 2016. She holds advanced qualifications in Taxation, Trusts, Pensions, Long Term Care and Investment Management, and her specialist area is Inheritance Tax Planning.
She advises on many aspects of financial planning, with a focus on helping individuals plan for, and enjoy, their retirement. She is confident in providing clear advice and information to clients in a way that’s easy to understand.
The Financial Conduct Authority does not regulate taxation or trusts