LLB Law
Chartered Independent Financial Adviser
Bath
What We Do
I help individuals, families, and business owners plan, grow, and protect their wealth. With over 25 years’ experience, I specialise in retirement planning, investment management, tax-efficient investment strategies and estate planning.
Why It Matters
Alongside physical and mental health, financial wellbeing is essential to living with peace of mind and purpose. True financial wellbeing comes from confidence—knowing you have a clear plan in place, your money is working for you, and your loved ones are protected for the future.
How I Work
Every plan starts with a conversation. I take the time to understand your goals, values, and priorities, then create a tailored financial plan that brings clarity and confidence. My approach is straightforward, transparent, and focused on long-term relationships— helping you make informed decisions and achieve lasting financial independence.
The Goal
Ultimately, the aim is simple: to give you confidence in your financial future by creating a plan that works for you, is easy to put into practice, and delivers real value without unnecessary cost or complexity.
I specialise in the following advice services:
Lifetime Financial Planning
Through the use of sophisticated cash flow modelling techniques and by applying various inflation, interest rate and growth assumption we can plan how to get you where you want to be. The use of cashflow modelling is becoming the cornerstone of effective lifetime planning.
Later Life & Estate Planning
We spend a lifetime building our wealth, so it’s important to find the most effective way to protect your assets, in order for you to pass them on to those you love as efficiently as possible.
Pension & Retirement Planning
When you think about the future, what does your retirement look like to you? An important question which we can help you answer.
Investment & Wealth Management
Creating, growing, and then maintaining wealth is key to successful financial planning and should be part of a longer-term investment strategy.
Wills & Power of Attorney
Making a Will is essential to ensuring that your wealth benefits those whom you choose and is not taken by taxation, unnecessary legal costs and beneficiaries chosen by the law.
Personal Protection
Talking about illness, disability or death is never an easy conversation to have but protecting against the unexpected will help with financial security and ensure your family can cope should the worst happen.
Business Protection Planning
The importance of business protection is often overlooked but is key to helping business owners plan for the unexpected.