My wife and I, accompanied by our daughter, made an appointment with Anita Gatehouse to discuss our IHT planning. Our first impression was that of a clean, tidy and well organised office, which gave us confidence as to the personnel, operations and attitudes. After several meetings with Anita to progress her recommendations, we would describe her in the following words: Extremely knowledgeable, professional, excellent communicator, a good listener and charming.
She has tailored for us a personal IHT plan related to our specific needs and we trust, without reservation, her advice. Following discussions, recommendations were made to us in a detailed written report and actions taken were immediately confirmed.
In my view, Anita Gatehouse is undoubtedly the best financial adviser that I have worked with, both in the USA and the UK, during the past 50 years.