Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
Understanding people is the key to providing practical tailored advice.
Associate
Dani understands her privileged position, being instructed by bereaved families and people looking to future-proof their lives. Her work requires a straightforward, accessible, understanding approach, and she prides herself upon her personable and conscientious nature. Dani provides practical, tailored advice on Wills, Lasting Powers of Attorney, and estate Administration of varying complexity.
Her work involves preparing and advising clients on Wills that suit their wishes and needs and estate planning to future proof for their family. Dani appreciates that clients and their families may require advice to achieve their wants. As well as preparing and advising on Wills, Dani also prepares Lasting Powers of Attorney.
Dani deals with the Administration of Estates, which varies in complexity, acting for both lay and professional executors. No two estates are the same, and this is an area that she finds most rewarding, as she can advise personal representatives throughout the process. Dani has experience dealing with inheritance tax exemptions and reliefs, and although not every estate is straightforward, Dani understands her position to make the administration process as smooth as possible.
Get in touch with us (*Required fields)
Sign up to updates (*Required fields)