Inheritance Tax Planning Guide

Tim Elson

Senior Financial Planner

As an experienced Chartered Financial Planner, Tim advises many of our private clients on all aspects of their financial planning including investments, portfolio construction, retirement planning, taxation and trusts. He is also involved in business development and looks after some of our professional partners.

In his spare time, he enjoys walks and bike rides with his family and as a keen sportsman, keeps fit through running, cycling, tennis and the occasional ‘adventure race’.

[email protected]
01303 273 273 | 01622 238 230

Lee Wood APFS

Chartered Financial Planner

Before joining FAS, Lee had previously worked as an Investment Manager for 18 years within a solicitors practice, where he successfully ran their in-house Advisory Management Services. As a Chartered Financial Planner, Lee’s areas of expertise are investment management, pre & post retirement planning and advising Trustees on all Trust matters. Over the years, Lee has developed a personal interest in investment management and has written a number of professional articles relating to financial and industry matters.

Lee has a close working relationship with a number of our partners in the legal profession, is a senior member of our in-house Investment Committee, as well as working closely with the Directors promoting other aspects of the business.
When spare time allows, Lee is a keen golfer and follows all things sporting. He also enjoys spending time with family and friends.

[email protected]
01303 273 273 | 01622 238 230

Amanda Reeves

Managing Director & Senior Financial Planner

Amanda’s career in financial services has spanned over 30 years starting with a banking career in London before moving to Kent. Prior to qualifying as a Financial Planner in 1994, Amanda had previously worked in banking, human resources and marketing, acquiring invaluable knowledge and skills that she continues to draw upon as a business owner and Managing Director of a busy financial advisory practice.

Having attained many industry qualifications, including advanced level, Amanda has gained a wealth of experience advising clients in all areas of advice. Although she continues to advise a select number of clients, most of her time is now spent running and managing all aspects of the business so she wears many hats! Her responsibilities include Compliance, staff training and competence as well as marketing and business development, to name but a few…

As a keen photographer, Amanda cherishes living in the country where she can explore all its flora and fauna, whilst enjoying country walks and gardening. She enjoys escaping to the Italian Lakes with her family, travelling to new places and browsing antique fairs.

[email protected]
01303 273 273 | 01622 238 230

Steven Purchase

Financial Planner

Steve’s career in financial services began many moons ago so he has experienced a few changes in our industry, particularly in the past 15 years. Prior to FAS, Steve was a Director of another Kent based advisory firm, where he looked after many of his long standing clients whilst fulfilling a demanding compliance role. Looking to his own future, Steve joined FAS in 2015 and brought his clients with him so they can benefit from being a part of FAS and its professional approach to holistic financial planning. Steve’s attentiveness and good sense of humour make him a well-liked and respected member of the team.

Married to Jan, Steve spends his time socialising with friends and is a great sports enthusiast albeit mainly from the comfort of his settee in front of a TV these days! He enjoys the occasional round of golf and is a season ticket holder at Manchester United. He loves travelling to South East Asia to visit and holiday with his son and beautiful granddaughter.

[email protected]
01303 273 273

Jodie Colledge FPFS

Chartered Financial Planner

Jodie is an integral member of the FAS team, having worked closely with Amanda and Aaron on many aspects of the business for a few years now, as well assisting them in advising their clients. As a Chartered Financial Planner and Fellow of the Personal Finance Society, Jodie’s qualification achievements to date already surpass many in our industry. Combine this with her many years of experience working for other reputable financial advisory firms in London and the South East, you have someone who is technically adept to deal with pretty much anything, which is why Jodie works closely with Amanda on Compliance and training matters, an ongoing support which proves invaluable to both Directors in a busy working environment.

When not at the gym, Jodie enjoys eating out with friends and family, as well as spending lots of fun time with her adorable nieces. With a keen interest in historical places and cultures, Jodie and her partner love weekends away where they can walk around and get a real feel for different cities.

[email protected]
01303 273 273 | 01622 238 230

Tracy Davies FPFS

Chartered Financial Planner

As a highly regarded holistic Chartered Financial Planner, Tracy enjoys advising and looking after many of our long standing clients. As Senior Paraplanner to Aaron, she is also frequently involved in complex technical cases and assists Amanda with staff training and development. Before joining FAS, she gained valuable industry experience working for other Kent based advisory firms in various different roles including Compliance and has achieved Fellowship of the Personal Finance Society. Tracy is well-liked by everyone and her professional outlook, integrity and work ethic make her an asset to the business.

Tracy enjoys spending time with family and friends, swimming and has a particular love of Spa days!

[email protected]
01303 273 273 | 01622 238 230

Anita Churchill-Cole

Mortgage & Protection Adviser

Anita has acquired a wealth of knowledge and experience in dealing with Mortgages and related Protection. She thoroughly enjoys meeting clients to assess their borrowing requirements and researching the market to help them find the best mortgage deal. Keeping abreast of the market also enables her to assist clients with their life assurance needs to ensure they remain protected and feel financially secure in the event of unforeseen circumstances. For Anita, looking after clients’ interests and making sure she delivers a professional, personal service are paramount. Her attention to detail, calm and considered approach to her work combined with her bubbly personality, make her a joy to work with.

Making sure she makes full use of her spare time, Anita continues to play netball (she is the Captain and does all of the admin!!). She enjoys horse riding, going to the gym, reading psychological thrillers and spending time with the family. She is also a Charlton Athletic Supporter but she is not sure if she should admit to this!

[email protected]
01622 238 230

Angela Davis

Financial Planner

In recent years, Angela decided to leave her successful banking career in the City to work towards becoming a Chartered Financial Planner. She joined FAS in 2018, having become disillusioned with other Kent based advisory firms. The main focus of her work is financial planning for our private clients and she specialises in investments, retirement planning and tax planning.

Her passion is the history of World War II and military aircraft, she can often be found at Duxford! She also enjoys going to the gym and running.

[email protected]
01622 238 230

Neil Thomson

Senior Financial Planner

With over 25 years’ experience in financial services, Neil has extensive knowledge in advising business owners and high net worth clients in all areas of financial planning. When not advising clients, Neil assists the company in developing business by promoting all aspects of FAS and working closely with our professional connections in the accountancy sector.

Aside from enjoying time with his family, Neil is a keen sportsman and follower of the Scotland football team. He loves outdoor adventure and being an active Scout leader for the past 20 years, has relished helping young people experience new challenges and developing a variety of skills.

[email protected]
01303 273 273 | 01622 238 230