Estate Planning Specialists

For further information call01793 881602
or email: contact@cavendishwillstrusts.com

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Ian Lovelace

Estate Planning Consultant

Ian is the principal of Cavendish Wills & Trusts

Ian has been involved in Financial Services since 1993, originally as a Financial Consultant with the Prudential before entering the Independent Financial Adviser sector in 1998.

In 2015 Ian decided to specialise in Estate Planning, the foundation of which is arranging client’s wills, with the appropriate trusts and Lasting Powers of Attorney. He works closely with Financial Advisers from a linked Independent Financial Advise firm called Polestar (www.polestarfa.co.uk).

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Ian Russell DipPFS

Independent Financial Consultant

Ian is the owner of Cavendish Wills & Trusts.

Ian has over 16 years experience in financial services and is qualified to an advanced level in taxation and trusts (G10), Pensions (AF3) and Investments (AF4).

He works principally with private clients addressing their concerns around inheritance tax, investment (for growth or income) and retirement planning. Ian also completes a significant amount of Continued Professional Development each year, attending various seminars and conferences, on his client’s behalf, so that they are always kept abreast of latest developments.

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Nicky Borman

Practice Manager

Formerly a Personal Assistant working for the Economist at Nationwide Building Society for 13 years, then financial administration at Abbey Life, and Zurich for 2 years. Nicky became self employed in 2001 marketing services to Independent Financial Advisors. Nicky holds the CII Financial Planning certificates level 1 and 2. Nicky was also the winner of the Swindon Business Womans Group Award in 2003. Nicky lives in Swindon with her husband Dave, son Ben and their dog Maisey.