Katy Baxter, Owner and Financial Planner
Biography
Dip (PFS)
STEP Affiliate
SOLLA Accredited
After more than 30 years working in estate planning, Katy has developed a love for working with clients and their families, to help them navigate the challenges of accumulating and passing wealth to the next generation.
"Most of my clients are either approaching retirement or have retired, and there are so many estate planning considerations and decisions to make during this period". Katy has concentrated on providing Estate Planning advice over the last 20 years, and her warm family orientated outlook is ideally suited to spending time with clients, and their families, to put together solutions that protect assets for future generations, and help to minimise taxation.
Katy is a keen supporter of personal self-development and has been a client of Strategic Coach, who provide a programme for Coaching for entrepreneurs, for the last 16 years. "Strategic Coach helps to keep me on track and develop better ways to deliver top quality solutions and services to my clients". Katy also supports international organisation for financial services professionals, MDRT, and has been a volunteer member of various committees over the last 16 years. "MDRT gives me the opportunity to mix with advisers from around the globe, to share ideas about our businesses and delivering exceptional advice and services to our clients". Katy and the businesses are keen supporters of various charitable organisations including the MDRT Foundation, and other local charities.
In her spare time, Katy enjoys spending time on the golf course, and following football and Formula 1. She is Mum to a grown-up son and two dogs who she enjoys walking.
Tracey Lawrence - Practice Manager
Biography
Tracey has spent over 25 years working in estate planning. The majority of this time has been working alongside Katy so they get on really well and have a good understanding of what is needed to help and support clients. Tracey really enjoys being part of our client's journey to achieve their goals for the best outcome for them and their loved ones.
With a friendly, professional and approachable manner it is a pleasure for Tracey to maintain regular contact with our clients especially at the time when new arrangements are being put in place. Tracey's knowledge and experience means she is able to help clients with any queries that may raise and has a reputation for making sure any questions or concerns are acted upon promptly and clients get updated regularly.
Family and friends are at the centre of Tracey's life with socialising being a high priority in her free time. With a daughter at primary school her social calendar already has an impact! Living in a village gives easy access to the countryside to walk through the fields and then return home to enjoy some time cooking. Being a firm believer that life is what you make it the days can be busy!
Stephen Oliver – Consultant
Biography
Stephen is a highly experienced estate planning professional and runs his own specialist Will writing business. Stephen was a financial adviser until 2004 but since then has run his own business and provides guidance and support to clients. As a well-respected professional Stephen has a deep knowledge and understanding of his subject which makes him a valuable member of our Legacy Protection team.
Outside of work Stephen is a keen scuba diver and visits some of the world's most beautiful coastlines to pursue his sport. He is also a committed motor cyclist. Stephen is the author of the book titled The Accumulation Effect ISBN 978-1-91027518-4.