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WHAT MAKES TRAFALGAR ESTATE PLANNING DIFFERENT?
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Having qualifications and experience in both Financial Services and Estate Planning is relatively unique.
Financial Advisors focus on Financial planning, sometimes considering inheritance tax.
Estate planners will have limited knowledge and qualifications in financial planning.
Dealing with these separately can sometimes lead to conflicting advice, which you may not be aware of.
Having this combined knowledge in one place is what sets us apart.
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This is the Trafalgar difference.
About Us
Gary Scottorn - Managing Director
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Gary, is Diploma qualified in Financial Services, with over 35 years’ experience in Financial and Estate Planning,
A fully qualified member of the Institute of Professional Will writers (IPW)
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Advanced Will Trusts & Trustee powers
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Will writing and Lasting Power of Attorney
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Advising clients with Disabled Beneficiaries
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Advising elderly clients
Although this is a serious business and, after all, talking about dying or becoming mentally incapacitated are not the most riveting subjects, it is a necessity.
So why not enjoy the process. Gary conducts his client meetings in a relaxed, jargon free manner, offering thorough advice in layman’s terms.
At the age of 17, Gary joined the Merchant Navy, becoming a deck officer and travelling the world for seven years. In 1987 he embarked on a career in financial services, starting his own financial planning business in 1991. Over the years he has become a specialist in inheritance tax and estate planning.
In his leisure time, Gary enjoys the gym, cooking and entertaining, rugby, motor racing and travel.
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Let’s Work Together
Get in touch so we can start working together.