Trusted Financial Advice
Wolferstans Solicitors
TFA with Wolferstans Solicitors
TFA Trusted Financial Advice are delighted to be working with the independently run Wolferstans Solicitors.
Helping businesses and families for over 200 years with a wide range of legal services, Wolferstans have offices in central Plymouth, Plympton and Plymstock serving Devon and Cornwall.
Both businesses complement each other well with TFA providing independent financial advice to Wolferstans clients, whilst Wolferstans provide their expertise in the preparation of Lasting Powers of Attorney and Wills for our clients.
More information about both Wolferstans Solicitors and our advisers can be found below.
Wolferstans Solicitors
WOLFERSTANS – GEMMA SMITH & CHARLOTTE HORSEMAN-JAMES
Gemma is a Partner and Head of Wills and Probate team and is based in the North Hill office although meets with clients in their Plympton and Plymstock offices also.
Gemma specialises in and can advise on a wide range of areas including: Wills; Probate Applications; Administration of Estates; Lasting Powers of Attorney; Registration of Enduring Powers of Attorney; Business Lasting Powers of Attorney; Elderly Client and Trust Advice; Declarations of Trust and Inheritance Tax Planning.
Charlotte is a solicitor in the Wills and Trust department specialising in both taxable and non taxable Estate Administrations, Probate matters, Wills and Lasting Powers of Attorney drafting.
Please contact Gemma for an informal chat on 01752 292260 or Email gsmith@wolferstans.com
Or contact Charlotte on 01752 292379 or Email chorseman-james@wolferstans.com
TFA Independent Financial Advisers working with Wolferstan's
PAUL GREY FPFS, Certs CII (SMP & ER)
As an independent financial advice, Paul offers a comprehensive range of financial advice services including mortgages. With over eight years service in the financial sector, Paul is a highly experienced and knowledgeable Independent Financial Adviser who has attained the highest status as a Fellow of the Personal Finance Society.
Whether you need assistance with personal pensions, investments or corporate risk management Paul can provide expert financial advice.
Appointments can be made to suit your needs by either a home visit, a Skype call, or a telephone appointment at your convenience.
Please contact Paul for an informal chat on 07966 101345 or Email paul.grey@tfagroup.co.uk
GRAHAM WESTHALL
Graham is a Chartered Financial Planner offering a comprehensive range of independent financial advice services including Equity Release in Plymouth, South Devon and Cornwall.
Benefiting from over 35 years experience in financial services, Graham is well established and highly regarded independent financial adviser. Grahams expertise ranges from personal pensions and investments to estate planning and financial protection, taking an holistic approach to managing his clients financial affairs.
Appointments can be made to suit your needs by either a home visit, a Skype call, or a telephone appointment at your convenience.
Please contact Graham for an informal chat on 01752 349267 or Email graham.westhall@tfagroup.co.uk
MAURICE SCANT FPFS
Maurice specialises in providing advice on pension planning and employee benefits. He is a Pension Transfer Specialist and is actively involved with many employers in Devon & Cornwall, promoting financial awareness for employees and providing valuable support for employers.
Appointments can be made to suit your needs by either a home visit, a Skype call, or a telephone appointment at your convenience.
Please contact Maurice for an informal chat on 07832 200567 or Email maurice.scant@tfagroup.co.uk
