I was previously in the Financial Services industry for 30+ years. Much of that time was spent with major institutions promoting global asset management and tax planning to Independent Financial Advisers and their clients.
I subsequently set up Harvest to allow me to pass on my estate planning experience to my own clients. I hold the Diploma in Financial Advice (DipFA) from the London Institute of Banking and Finance. However, I am now retired and no longer offer estate planning advice to clients and refer all new enquiries to Mark Benson (below).
Rob Owen DipFA, MSWW
Mark Benson TEP
Mark is a qualified TEP and a full member of STEP. He and I have worked together for over 15 years initially at one of the leading providers of Inheritance Tax Trusts where he was the Technical Manager and a director of our Trust Company. Mark continues to offer estate planning solutions for new clients, many of whom are introduced to us by Independent Financial Advisers. Mark operates his estate planning service through Relay which is part of Capital and Professional Consulting Ltd.
Email
rob@harvestestateplanning.com
Phone
07598 840738
Harvest Estate Planning 