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Otus Financial Planning
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12 years agoGoogle1 of 5
Collette has helped many of my clients with inheritance tax planning and trusts. She is very approachable and knowledgeable and has a good sense of humour that helps relax clients in what could otherwise be very dry conversations! Collette takes time to understand the needs of her clients and the details of their particular situation, before providing advice in a very straightforward manner. She avoids jargon but does tend to draw lots of pictures to illustrate her recommendations. These usually involve lots of circles! I don't hesitate to recommend Collette to any of my clients who need advice in these complex areas.