Rob

Rob

Member since Invalid Date
1
Review
5.0
5 out of 5 stars
Average rating

Reviews by Rob

AD

ADL Estate Planning Ltd

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5 out of 5 stars

Technically excellent, empathetic and personable advice.

Mo has been a delight to work with. He is Extremely knowledgeable about his subject of IHT, but also how this technically fits into the bigger picture and wider wealth planning. Even more importantly than that, Mo is extremely personable; this means he gets to know his clients, and what makes them tick. This makes his advice much more powerful and worthwhile to clients, who buy into their estate plan and own it, as it designed in collaboration with them. This is powerful combination of technical expertise and personable, empathetic advice, is Mo’s speciality.