Specialist in inheritance tax, retirement income and care fees planning for individuals, Trustees and Attorneys.
Louise is a Director at Albert Goodman Chartered Financial Planners and Partner of Albert Goodman LLP. With over 23 years in Financial Services, she specialises in advising individuals, Attorneys, Deputies, and Trustees on financial matters.
Her focus is on building tailored investment strategies that reflect each client’s unique needs and goals. She provides detailed advice around helping clients prepare for retirement and establishing sustainable income streams during retirement. Often financial planning in later retirement means advising clients regarding inheritance tax, and how to minimise this when passing their estate onto their family.
Louise has specialist qualifications in trust investment and care fees planning. Her clients include professional Trustees, Attorneys and Deputies, recipients of compensation awards, and individuals navigating significant life events such as bereavement.
She works collaboratively with legal and tax advisers to ensure joined-up, holistic financial planning that supports long-term security and peace of mind.
