Gill has over 30 years’ experience working in the financial services sector and joined Carpenter Box Financial Advisers in 2016. She has a background in dealing with private clients and is able to provide advice on all aspects of financial planning including saving for retirement, protecting your family or business and making sure that you have the most tax efficient savings or investment.
Specialising in later life financial planning solutions, Gill helps elderly clients and their families cope with the often complex areas such as planning for care fees and inheritance tax mitigation. Gill holds full membership with SOLLA (Society for Later Life Advisers) which is for those financial advisers who have achieved the Later Life Adviser Accreditation. SOLLA holds its members and associates to the highest levels of professionalism in financial advice.
Gill is also part of the Carewise care funding scheme set up by West Sussex Country Council in partnership with Age UK West Sussex, Brighton and Hove, SOLLA and West Sussex Partners in Care. Carewise offers expert, impartial advice to help people to consider the options, and decide how to pay for long-term care, either for themselves or a relative or friend.
Outside the office
Gill enjoys dining out with friends and family, and is a keen home baker.
The Financial Conduct Authority does not regulate taxation and trust advice.