Fifteen years ago, we faced a large Inheritance Tax bill since our parents had done little financial planning. We did not want to make the same mistake and, although we were reasonably financially aware, we needed professional help. Lesley Mansfield helped us to organise our affairs by setting up Trusts, investing in a ‘care’ policy for our later lives and by setting up insurance policies that will help with any future Inheritance Tax bills. She also advised on the appointment of stock brokers and other legal and trust specialists. We now maximise our financial position with a minimum of worries, enabling us to enjoy our retirement to the full whilst also assisting in developing our grandchildren. We are delighted with the job she has done for us - and with the close personal relationship we have developed with her over many years - and are very pleased to endorse Lesley and Ergowealth.
Mr and Mrs W, Frimley Green
Clients since 2003