Gill has over 30 years’ experience working in the financial services sector and joined Coole Bevis Wealth Management in 2016. She has a background in dealing with private clients and is able to provide advice on all aspects of financial planning including saving for retirement, protecting your family or business and making sure that you have the most tax efficient savings or investment.
Gill specialises in later life financial planning solutions and helps elderly clients and their families cope with the often complex areas such as planning for care fees and inheritance tax mitigation. Gill holds full membership with SOLLA (Society for Later Life Advisers)) which is for those financial advisers who have achieved the Later Life Adviser Accreditation. SOLLA holds its members and associates to the highest levels of professionalism in financial advice.
Outside the office
Gill enjoys dining out with friends and family, and is a keen home baker.
The Financial Conduct Authority does not regulate taxation and trust advice.